Nwam LLC Takes $2.19 Million Position in iShares ESG Select Screened S&P 500 ETF $XVV

Nwam LLC purchased a new stake in iShares ESG Select Screened S&P 500 ETF (BATS:XVV) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 38,638 shares of the company’s stock, valued at approximately $2,194,000. Nwam LLC owned about 0.44% of iShares ESG Select Screened S&P 500 ETF at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in XVV. Federation des caisses Desjardins du Quebec bought a new stake in iShares ESG Select Screened S&P 500 ETF during the fourth quarter worth approximately $34,000. Smithfield Trust Co lifted its stake in shares of iShares ESG Select Screened S&P 500 ETF by 50.8% in the 4th 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 last quarter. Abound Wealth Management bought a new stake in shares of iShares ESG Select Screened S&P 500 ETF in the 2nd quarter valued at approximately $96,000. Western Wealth Management LLC bought a new stake in shares of iShares ESG Select Screened S&P 500 ETF in the 1st quarter valued at approximately $131,000. Finally, Smartleaf Asset Management LLC boosted its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 10,545.7% in the 2nd quarter. Smartleaf Asset Management LLC now owns 3,726 shares of the company’s stock worth $177,000 after purchasing an additional 3,691 shares during the period.

iShares ESG Select Screened S&P 500 ETF Stock Performance

BATS XVV opened at $58.37 on Wednesday. The company has a market cap of $510.74 million, a P/E ratio of 25.63 and a beta of 1.04. The business’s 50 day moving average price is $57.69 and its 200-day moving average price is $55.08. iShares ESG Select Screened S&P 500 ETF has a fifty-two week low of $47.59 and a fifty-two week high of $59.74.

iShares ESG Select 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. XVV was launched on Sep 22, 2020 and is managed by BlackRock.