NerdWallet Wealth Partners LLC acquired a new stake in iShares ESG Select Screened S&P 500 ETF (BATS:XVV – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 22,385 shares of the company’s stock, valued at approximately $1,102,000. iShares ESG Select Screened S&P 500 ETF makes up approximately 0.5% of NerdWallet Wealth Partners LLC’s holdings, making the stock its 24th largest position.
Other large investors have also modified their holdings of the company. Federation des caisses Desjardins du Quebec acquired a new position in iShares ESG Select Screened S&P 500 ETF in the 4th quarter worth about $34,000. Smithfield Trust Co grew its holdings in iShares ESG Select Screened S&P 500 ETF by 50.8% in the fourth quarter. Smithfield Trust Co now owns 790 shares of the company’s stock valued at $42,000 after purchasing an additional 266 shares during the period. Smartleaf Asset Management LLC grew its holdings in 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 purchasing an additional 3,691 shares during the period. Destination Wealth Management purchased a new stake in shares of iShares ESG Select Screened S&P 500 ETF in the fourth quarter valued at approximately $202,000. Finally, Patriot Financial Group Insurance Agency LLC purchased a new stake in shares of iShares ESG Select Screened S&P 500 ETF in the first quarter valued at approximately $204,000.
iShares ESG Select Screened S&P 500 ETF Price Performance
Shares of BATS:XVV opened at $57.78 on Thursday. The business’s 50 day moving average price is $56.77 and its 200-day moving average price is $53.86. iShares ESG Select Screened S&P 500 ETF has a 1 year low of $47.59 and a 1 year high of $58.11. The firm has a market capitalization of $505.57 million, a price-to-earnings ratio of 25.63 and a beta of 1.04.
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.
Featured Articles
- Five stocks we like better than iShares ESG Select Screened S&P 500 ETF
- Why Johnson & Johnson’s Earnings Dip Looks Like a Buying Opportunity
- CPI Comes In Cool: Why It Could Revive These 3 Rate-Sensitive Stocks
- Why ASML’s AI Monopoly Is Still Getting Stronger
- Apple’s AI Toll Booth Thesis Faces Its Biggest Test Yet Before Earnings
Want to see what other hedge funds are holding XVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares ESG Select Screened S&P 500 ETF (BATS:XVV – Free Report).
Receive News & Ratings for iShares ESG Select Screened S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares ESG Select Screened S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
