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

Nwam LLC purchased a new position in shares of iShares ESG Select Screened S&P 500 ETF (BATS:XVV) in the second quarter, HoldingsChannel.com reports. The institutional investor purchased 38,638 shares of the company’s stock, valued at approximately $2,194,000.

Several other hedge funds also recently added to or reduced their stakes in XVV. Denver PWM LLC purchased a new stake in iShares ESG Select Screened S&P 500 ETF in the 2nd quarter worth about $38,898,000. JNBA Financial Advisors lifted its stake in iShares ESG Select Screened S&P 500 ETF by 105.5% in the second quarter. JNBA Financial Advisors now owns 175,987 shares of the company’s stock worth $9,539,000 after purchasing an additional 90,344 shares during the last quarter. Abound Wealth Management purchased a new position in shares of iShares ESG Select Screened S&P 500 ETF during the second quarter valued at approximately $96,000. KWB Wealth boosted its position in shares of iShares ESG Select Screened S&P 500 ETF by 78.6% during the second quarter. KWB Wealth now owns 9,877 shares of the company’s stock valued at $561,000 after buying an additional 4,347 shares during the period. Finally, Prosperity Planning Inc. purchased a new position in shares of iShares ESG Select Screened S&P 500 ETF during the second quarter valued at approximately $221,000.

iShares ESG Select Screened S&P 500 ETF Stock Performance

XVV opened at $58.37 on Wednesday. The stock’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 one year low of $47.59 and a one year high of $59.74. The stock has a market cap of $510.74 million, a price-to-earnings ratio of 25.63 and a beta of 1.04.

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.