BSW Wealth Partners Sells 2,948 Shares of iShares ESG Screened S&P 500 ETF (BATS:XVV)

BSW Wealth Partners reduced its position in iShares ESG Screened S&P 500 ETF (BATS:XVV) by 3.0% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 94,956 shares of the company’s stock after selling 2,948 shares during the quarter. BSW Wealth Partners’ holdings in iShares ESG Screened S&P 500 ETF were worth $4,301,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Buffington Mohr McNeal grew its position in iShares ESG Screened S&P 500 ETF by 21.6% in the fourth quarter. Buffington Mohr McNeal now owns 11,262 shares of the company’s stock valued at $510,000 after acquiring an additional 2,000 shares during the last quarter. Kingswood Wealth Advisors LLC bought a new stake in shares of iShares ESG Screened S&P 500 ETF during the 4th quarter valued at approximately $683,000. Magnus Financial Group LLC increased its position in iShares ESG Screened S&P 500 ETF by 26.0% during the 4th quarter. Magnus Financial Group LLC now owns 18,974 shares of the company’s stock worth $859,000 after purchasing an additional 3,919 shares in the last quarter. Dakota Wealth Management lifted its stake in iShares ESG Screened S&P 500 ETF by 5.7% in the 4th quarter. Dakota Wealth Management now owns 6,256 shares of the company’s stock valued at $283,000 after purchasing an additional 338 shares during the last quarter. Finally, Ellenbecker Investment Group boosted its position in iShares ESG Screened S&P 500 ETF by 20.0% in the fourth quarter. Ellenbecker Investment Group now owns 7,175 shares of the company’s stock valued at $325,000 after buying an additional 1,197 shares in the last quarter.

iShares ESG Screened S&P 500 ETF Stock Up 4.2 %

Shares of BATS:XVV opened at $46.82 on Wednesday. The firm has a market capitalization of $297.28 million, a P/E ratio of 27.88 and a beta of 1.03. The business’s 50-day moving average is $46.14 and its two-hundred day moving average is $44.39.

About iShares ESG 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.