Monument Capital Management Lowers Stock Holdings in iShares ESG Screened S&P 500 ETF (BATS:XVV)

Monument Capital Management reduced its position in iShares ESG Screened S&P 500 ETF (BATS:XVV) by 8.9% in the 1st quarter, HoldingsChannel.com reports. The fund owned 5,645 shares of the company’s stock after selling 554 shares during the quarter. Monument Capital Management’s holdings in iShares ESG Screened S&P 500 ETF were worth $227,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Principal Securities Inc. purchased a new position in shares of iShares ESG Screened S&P 500 ETF in the fourth quarter valued at approximately $28,000. Private Trust Co. NA purchased a new position in iShares ESG Screened S&P 500 ETF in the 4th quarter valued at approximately $55,000. JNBA Financial Advisors grew its stake in shares of iShares ESG Screened S&P 500 ETF by 91.1% in the fourth quarter. JNBA Financial Advisors now owns 2,671 shares of the company’s stock worth $97,000 after acquiring an additional 1,273 shares in the last quarter. CWM LLC acquired a new position in shares of iShares ESG Screened S&P 500 ETF in the fourth quarter worth $158,000. Finally, Ellenbecker Investment Group purchased a new stake in shares of iShares ESG Screened S&P 500 ETF during the fourth quarter worth $210,000.

iShares ESG Screened S&P 500 ETF Stock Performance

Shares of BATS XVV opened at $42.65 on Thursday. The firm has a market capitalization of $270.82 million, a PE ratio of 27.88 and a beta of 1.03. The company has a 50-day moving average of $40.77 and a two-hundred day moving average of $39.12.

iShares ESG 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.