Atlantic Private Wealth LLC Has $3.07 Million Stock Holdings in iShares ESG Select Screened S&P 500 ETF (BATS:XVV)

Atlantic Private Wealth LLC cut its stake in shares of iShares ESG Select Screened S&P 500 ETF (BATS:XVV) by 3.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 67,669 shares of the company’s stock after selling 2,469 shares during the quarter. iShares ESG Select Screened S&P 500 ETF comprises approximately 2.3% of Atlantic Private Wealth LLC’s portfolio, making the stock its 9th biggest position. Atlantic Private Wealth LLC owned approximately 1.07% of iShares ESG Select Screened S&P 500 ETF worth $3,065,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. VSM Wealth Advisory LLC bought a new position in shares of iShares ESG Select Screened S&P 500 ETF during the fourth quarter valued at $61,000. McClarren Financial Advisors Inc. bought a new position in shares of iShares ESG Select Screened S&P 500 ETF during the fourth quarter valued at $73,000. Monument Capital Management increased its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 21.3% during the fourth quarter. Monument Capital Management now owns 5,535 shares of the company’s stock valued at $251,000 after acquiring an additional 973 shares in the last quarter. Elwood & Goetz Wealth Advisory Group LLC increased its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 5.3% during the fourth quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 6,073 shares of the company’s stock valued at $275,000 after acquiring an additional 303 shares in the last quarter. Finally, Dakota Wealth Management increased its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 5.7% during the fourth quarter. Dakota Wealth Management now owns 6,256 shares of the company’s stock valued at $283,000 after acquiring an additional 338 shares in the last quarter.

iShares ESG Select Screened S&P 500 ETF Price Performance

Shares of BATS:XVV opened at $43.39 on Thursday. iShares ESG Select Screened S&P 500 ETF has a 1-year low of $37.88 and a 1-year high of $47.29. The business has a fifty day moving average price of $45.61 and a 200-day moving average price of $45.21. The company has a market capitalization of $305.87 million, a PE ratio of 24.95 and a beta of 1.04.

iShares ESG Select Screened S&P 500 ETF 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.