Montecito Bank & Trust Lowers Stock Holdings in iShares ESG Screened S&P 500 ETF (BATS:XVV)

Montecito Bank & Trust lessened its position in iShares ESG Screened S&P 500 ETF (BATS:XVV) by 20.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 6,364 shares of the company’s stock after selling 1,600 shares during the quarter. Montecito Bank & Trust’s holdings in iShares ESG Screened S&P 500 ETF were worth $288,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of XVV. JNBA Financial Advisors boosted its stake in shares of iShares ESG Screened S&P 500 ETF by 38.8% in the third quarter. JNBA Financial Advisors now owns 81,352 shares of the company’s stock valued at $3,598,000 after purchasing an additional 22,734 shares during the period. Ferguson Shapiro LLC acquired a new stake in iShares ESG Screened S&P 500 ETF during the 3rd quarter worth approximately $624,000. Jane Street Group LLC boosted its position in iShares ESG Screened S&P 500 ETF by 212.8% in the 3rd quarter. Jane Street Group LLC now owns 20,581 shares of the company’s stock valued at $910,000 after buying an additional 14,001 shares during the period. Embree Financial Group acquired a new position in shares of iShares ESG Screened S&P 500 ETF in the third quarter worth $221,000. Finally, Confluence Wealth Services Inc. increased its position in shares of iShares ESG Screened S&P 500 ETF by 96.4% during the third quarter. Confluence Wealth Services Inc. now owns 9,458 shares of the company’s stock worth $418,000 after acquiring an additional 4,642 shares during the period.

iShares ESG Screened S&P 500 ETF Stock Performance

BATS:XVV opened at $46.96 on Friday. The company has a 50-day moving average of $46.08 and a two-hundred day moving average of $44.33. The stock has a market capitalization of $298.20 million, a price-to-earnings ratio of 27.88 and a beta of 1.03.

iShares ESG 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.