JNBA Financial Advisors Trims Stake in iShares ESG Select Screened S&P 500 ETF $XVV

JNBA Financial Advisors reduced its position in iShares ESG Select Screened S&P 500 ETF (BATS:XVV) by 5.7% in the 2nd quarter, Holdings Channel.com reports. The fund owned 82,601 shares of the company’s stock after selling 4,988 shares during the quarter. JNBA Financial Advisors’ holdings in iShares ESG Select Screened S&P 500 ETF were worth $3,939,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. HighTower Advisors LLC boosted its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 1.1% in the first quarter. HighTower Advisors LLC now owns 38,746 shares of the company’s stock valued at $1,658,000 after acquiring an additional 406 shares during the period. Private Advisor Group LLC purchased a new position in shares of iShares ESG Select Screened S&P 500 ETF during the first quarter worth about $228,000. Assetmark Inc. purchased a new position in shares of iShares ESG Select Screened S&P 500 ETF during the first quarter worth about $62,000. Alpine Bank Wealth Management purchased a new position in shares of iShares ESG Select Screened S&P 500 ETF during the first quarter worth about $3,336,000. Finally, Sound Stewardship LLC purchased a new position in shares of iShares ESG Select Screened S&P 500 ETF during the second quarter worth about $892,000.

iShares ESG Select Screened S&P 500 ETF Stock Up 23.1%

BATS XVV opened at $50.52 on Friday. iShares ESG Select Screened S&P 500 ETF has a 52-week low of $36.77 and a 52-week high of $49.02. The business’s 50-day moving average price is $50.39 and its 200 day moving average price is $46.76. The firm has a market cap of $442.01 million, a P/E 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.