iShares ESG Screened S&P 500 ETF (BATS:XVV) Position Raised by MAI Capital Management

MAI Capital Management lifted its position in shares of iShares ESG Screened S&P 500 ETF (BATS:XVV) by 18.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 21,584 shares of the company’s stock after acquiring an additional 3,327 shares during the period. MAI Capital Management owned 0.34% of iShares ESG Screened S&P 500 ETF worth $955,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of XVV. Confluence Wealth Services Inc. acquired a new position in iShares ESG Screened S&P 500 ETF during the 2nd quarter valued at about $203,000. Colton Groome Financial Advisors LLC bought a new position in iShares ESG Screened S&P 500 ETF in the 2nd quarter worth approximately $205,000. Embree Financial Group bought a new position in iShares ESG Screened S&P 500 ETF in the 3rd quarter worth approximately $221,000. CRA Financial Services LLC acquired a new stake in iShares ESG Screened S&P 500 ETF in the 2nd quarter valued at approximately $222,000. Finally, Elwood & Goetz Wealth Advisory Group LLC bought a new stake in iShares ESG Screened S&P 500 ETF during the 2nd quarter valued at $243,000.

iShares ESG Screened S&P 500 ETF Stock Performance

BATS:XVV opened at $45.81 on Friday. The company has a market capitalization of $290.89 million, a PE ratio of 27.88 and a beta of 1.03. The stock has a 50-day simple moving average of $44.62 and a two-hundred day simple moving average of $42.77.

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.