Pacific Excel Wealth Advisors Inc. Invests $890,000 in iShares ESG Select Screened S&P 500 ETF $XVV

Pacific Excel Wealth Advisors Inc. bought a new stake in shares of iShares ESG Select Screened S&P 500 ETF (BATS:XVV) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 15,668 shares of the company’s stock, valued at approximately $890,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Integrated Wealth Concepts LLC acquired a new position in iShares ESG Select Screened S&P 500 ETF in the 1st quarter worth about $454,000. Jane Street Group LLC grew its holdings in iShares ESG Select Screened S&P 500 ETF by 325.4% in the first quarter. Jane Street Group LLC now owns 20,533 shares of the company’s stock valued at $878,000 after purchasing an additional 15,706 shares during the period. Focus Partners Wealth grew its holdings in iShares ESG Select Screened S&P 500 ETF by 137.1% in the first quarter. Focus Partners Wealth now owns 34,266 shares of the company’s stock valued at $1,466,000 after purchasing an additional 19,813 shares during the period. JPMorgan Chase & Co. increased its position in shares of iShares ESG Select Screened S&P 500 ETF by 177.0% in the second quarter. JPMorgan Chase & Co. now owns 25,014 shares of the company’s stock valued at $1,193,000 after buying an additional 15,983 shares in the last quarter. Finally, Cresset Asset Management LLC increased its position in shares of iShares ESG Select Screened S&P 500 ETF by 3.2% in the second quarter. Cresset Asset Management LLC now owns 12,379 shares of the company’s stock valued at $590,000 after buying an additional 384 shares in the last quarter.

iShares ESG Select Screened S&P 500 ETF Price Performance

Shares of BATS:XVV opened at $59.11 on Wednesday. iShares ESG Select Screened S&P 500 ETF has a 1 year low of $47.59 and a 1 year high of $59.22. The firm has a market capitalization of $517.21 million, a price-to-earnings ratio of 25.63 and a beta of 1.04. The business’s 50 day moving average price is $56.88 and its 200-day moving average price is $54.23.

iShares ESG Select Screened S&P 500 ETF Company Profile

The iShares ESG Screened S&P 500 ETF (XVV) is an exchange-traded fund that is based on the S&P 500 Sustainability Screened index. The fund tracks a market-cap weighted index of US large-caps caps screened for sustainability and excluding those with exposure to certain controversial business activities. XVV was launched on Sep 22, 2020 and is managed by BlackRock.