Bartlett & CO. Wealth Management LLC Acquires Shares of 35,571 iShares ESG Select Screened S&P 500 ETF $XVV

Bartlett & CO. Wealth Management LLC acquired a new position in iShares ESG Select Screened S&P 500 ETF (BATS:XVV) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 35,571 shares of the company’s stock, valued at approximately $1,751,000.

Other large investors also recently made changes to their positions in the company. Osaic Holdings Inc. increased its stake in shares of iShares ESG Select Screened S&P 500 ETF by 2.3% in the fourth quarter. Osaic Holdings Inc. now owns 9,057 shares of the company’s stock valued at $477,000 after buying an additional 203 shares in the last quarter. Cary Street Partners Financial LLC lifted its position in iShares ESG Select Screened S&P 500 ETF by 3.8% during the 4th quarter. Cary Street Partners Financial LLC now owns 6,103 shares of the company’s stock worth $322,000 after buying an additional 225 shares in the last quarter. Financial Council LLC lifted its position in iShares ESG Select Screened S&P 500 ETF by 0.9% during the 1st quarter. Financial Council LLC now owns 28,388 shares of the company’s stock worth $1,397,000 after buying an additional 254 shares in the last quarter. Smithfield Trust Co lifted its position in iShares ESG Select Screened S&P 500 ETF by 50.8% during the 4th quarter. Smithfield Trust Co now owns 790 shares of the company’s stock worth $42,000 after buying an additional 266 shares in the last quarter. Finally, Bradley Foster & Sargent Inc. CT grew its holdings in iShares ESG Select Screened S&P 500 ETF by 2.8% during the 4th quarter. Bradley Foster & Sargent Inc. CT now owns 10,755 shares of the company’s stock worth $567,000 after acquiring an additional 297 shares during the last quarter.

iShares ESG Select Screened S&P 500 ETF Trading Down 1.2%

XVV opened at $56.82 on Friday. The stock has a market capitalization of $497.18 million, a PE ratio of 25.63 and a beta of 1.04. 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 50-day moving average price of $56.81 and a two-hundred day moving average price of $53.91.

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