Better Money Decisions LLC Raises Stock Holdings in iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH)

Better Money Decisions LLC boosted its stake in iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH) by 2.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,597 shares of the company’s stock after purchasing an additional 392 shares during the quarter. Better Money Decisions LLC owned about 0.42% of iShares ESG Screened S&P Mid-Cap ETF worth $778,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also bought and sold shares of the company. DAVENPORT & Co LLC increased its holdings in shares of iShares ESG Screened S&P Mid-Cap ETF by 21.7% in the fourth quarter. DAVENPORT & Co LLC now owns 10,338 shares of the company’s stock worth $433,000 after buying an additional 1,843 shares during the period. Chicago Partners Investment Group LLC raised its position in iShares ESG Screened S&P Mid-Cap ETF by 17.1% during the 4th quarter. Chicago Partners Investment Group LLC now owns 7,805 shares of the company’s stock valued at $328,000 after purchasing an additional 1,137 shares during the last quarter. Sage Financial Group Inc. lifted its holdings in iShares ESG Screened S&P Mid-Cap ETF by 6.5% in the 4th quarter. Sage Financial Group Inc. now owns 26,906 shares of the company’s stock worth $1,126,000 after buying an additional 1,633 shares during the period. Stordahl Capital Management Inc. bought a new stake in shares of iShares ESG Screened S&P Mid-Cap ETF in the 4th quarter worth approximately $248,000. Finally, McKinley Carter Wealth Services Inc. increased its stake in shares of iShares ESG Screened S&P Mid-Cap ETF by 4.1% during the fourth quarter. McKinley Carter Wealth Services Inc. now owns 17,509 shares of the company’s stock valued at $733,000 after buying an additional 685 shares during the period.

iShares ESG Screened S&P Mid-Cap ETF Price Performance

Shares of XJH stock opened at $43.47 on Monday. The stock has a market capitalization of $193.44 million, a price-to-earnings ratio of 16.70 and a beta of 1.10. The business has a 50 day simple moving average of $43.41 and a two-hundred day simple moving average of $42.35.

iShares ESG Screened S&P Mid-Cap ETF Profile

The iShares ESG Screened S&P Mid-Cap ETF (XJH) is an exchange-traded fund that mostly invests in mid cap equity. The fund tracks a market-cap weighted index of US mid-caps screened for sustainability and excluding those with exposure to certain controversial business activities. XJH was launched on Sep 22, 2020 and is managed by BlackRock.