ST Germain D J Co. Inc. Reduces Stock Holdings in iShares ESG Screened S&P 500 ETF (BATS:XVV)

ST Germain D J Co. Inc. cut its position in shares of iShares ESG Screened S&P 500 ETF (BATS:XVV) by 12.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 9,401 shares of the company’s stock after selling 1,322 shares during the period. ST Germain D J Co. Inc. owned 0.15% of iShares ESG Screened S&P 500 ETF worth $416,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently added to or reduced their stakes in XVV. Sunbelt Securities Inc. boosted its holdings in iShares ESG Screened S&P 500 ETF by 7.3% during the first quarter. Sunbelt Securities Inc. now owns 12,170 shares of the company’s stock worth $490,000 after buying an additional 826 shares in the last quarter. Tarbox Family Office Inc. boosted its holdings in iShares ESG Screened S&P 500 ETF by 7.8% during the first quarter. Tarbox Family Office Inc. now owns 14,106 shares of the company’s stock worth $568,000 after buying an additional 1,021 shares in the last quarter. Monumental Financial Group Inc. purchased a new stake in iShares ESG Screened S&P 500 ETF during the first quarter worth $1,098,000. Commonwealth Equity Services LLC boosted its holdings in iShares ESG Screened S&P 500 ETF by 14.2% during the first quarter. Commonwealth Equity Services LLC now owns 15,601 shares of the company’s stock worth $629,000 after buying an additional 1,941 shares in the last quarter. Finally, Gould Asset Management LLC CA boosted its holdings in iShares ESG Screened S&P 500 ETF by 26.5% during the first quarter. Gould Asset Management LLC CA now owns 37,510 shares of the company’s stock worth $1,511,000 after buying an additional 7,850 shares in the last quarter.

iShares ESG Screened S&P 500 ETF Price Performance

Shares of BATS XVV opened at $45.04 on Friday. The business’s 50-day moving average price is $43.37 and its two-hundred day moving average price is $41.76. The stock has a market capitalization of $285.99 million, a P/E ratio of 27.88 and a beta of 1.03.

iShares ESG Screened S&P 500 ETF Company 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.