iShares ESG Select Screened S&P 500 ETF $XVV Shares Purchased by JNBA Financial Advisors

JNBA Financial Advisors increased its holdings in shares of iShares ESG Select Screened S&P 500 ETF (BATS:XVV) by 105.5% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 175,987 shares of the company’s stock after purchasing an additional 90,344 shares during the period. iShares ESG Select Screened S&P 500 ETF accounts for about 0.5% of JNBA Financial Advisors’ investment portfolio, making the stock its 23rd biggest holding. JNBA Financial Advisors’ holdings in iShares ESG Select Screened S&P 500 ETF were worth $9,539,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in XVV. Federation des caisses Desjardins du Quebec purchased a new position in iShares ESG Select Screened S&P 500 ETF in the 4th quarter valued at approximately $34,000. Smithfield Trust Co increased its position in shares of iShares ESG Select Screened S&P 500 ETF by 50.8% during the fourth quarter. Smithfield Trust Co now owns 790 shares of the company’s stock worth $42,000 after acquiring an additional 266 shares during the period. Abound Wealth Management purchased a new stake in shares of iShares ESG Select Screened S&P 500 ETF during the second quarter worth $96,000. Western Wealth Management LLC acquired a new stake in shares of iShares ESG Select Screened S&P 500 ETF in the first quarter valued at $131,000. Finally, Smartleaf Asset Management LLC raised its stake in shares of iShares ESG Select Screened S&P 500 ETF by 10,545.7% in the second quarter. Smartleaf Asset Management LLC now owns 3,726 shares of the company’s stock valued at $177,000 after acquiring an additional 3,691 shares in the last quarter.

iShares ESG Select Screened S&P 500 ETF Stock Performance

BATS:XVV opened at $59.05 on Monday. The firm has a market cap of $516.69 million, a PE ratio of 25.63 and a beta of 1.04. The stock has a fifty day moving average price of $57.60 and a 200 day moving average price of $55.00. iShares ESG Select Screened S&P 500 ETF has a 12-month low of $47.59 and a 12-month high of $59.74.

About iShares ESG Select Screened S&P 500 ETF

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.