Pacific Excel Wealth Advisors Inc. Buys New Stake in iShares ESG Select Screened S&P 500 ETF $XVV

Pacific Excel Wealth Advisors Inc. purchased a new stake in iShares ESG Select Screened S&P 500 ETF (BATS:XVV) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 15,668 shares of the company’s stock, valued at approximately $890,000. Pacific Excel Wealth Advisors Inc. owned about 0.18% of iShares ESG Select Screened S&P 500 ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Integrated Wealth Concepts LLC acquired a new position in shares of iShares ESG Select Screened S&P 500 ETF in the 1st quarter valued at about $454,000. Jane Street Group LLC grew its holdings in iShares ESG Select Screened S&P 500 ETF by 325.4% during the first quarter. Jane Street Group LLC now owns 20,533 shares of the company’s stock worth $878,000 after acquiring an additional 15,706 shares during the period. Focus Partners Wealth raised its position in iShares ESG Select Screened S&P 500 ETF by 137.1% during the first quarter. Focus Partners Wealth now owns 34,266 shares of the company’s stock valued at $1,466,000 after acquiring an additional 19,813 shares in the last quarter. JPMorgan Chase & Co. raised its position in iShares ESG Select Screened S&P 500 ETF by 177.0% during the second quarter. JPMorgan Chase & Co. now owns 25,014 shares of the company’s stock valued at $1,193,000 after acquiring an additional 15,983 shares in the last quarter. Finally, Cresset Asset Management LLC lifted its holdings in iShares ESG Select Screened S&P 500 ETF by 3.2% in the second quarter. Cresset Asset Management LLC now owns 12,379 shares of the company’s stock valued at $590,000 after acquiring an additional 384 shares during the period.

iShares ESG Select Screened S&P 500 ETF Trading Up 2.0%

iShares ESG Select Screened S&P 500 ETF stock opened at $59.11 on Wednesday. iShares ESG Select Screened S&P 500 ETF has a 12 month low of $47.59 and a 12 month high of $59.22. The stock’s 50 day simple moving average is $56.88 and its two-hundred day simple moving average is $54.23. The firm has a market cap of $517.21 million, a PE ratio of 25.63 and a beta of 1.04.

About iShares ESG Select Screened S&P 500 ETF

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.