Better Money Decisions LLC Raises Stock Position in iShares ESG Screened S&P 500 ETF (BATS:XVV)

Better Money Decisions LLC boosted its stake in shares of iShares ESG Screened S&P 500 ETF (BATS:XVV) by 0.8% during the 4th quarter, Holdings Channel reports. The firm owned 93,750 shares of the company’s stock after acquiring an additional 790 shares during the quarter. iShares ESG Screened S&P 500 ETF comprises approximately 2.9% of Better Money Decisions LLC’s investment portfolio, making the stock its 11th largest position. Better Money Decisions LLC’s holdings in iShares ESG Screened S&P 500 ETF were worth $4,247,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently bought and sold shares of XVV. Thrivent Financial for Lutherans lifted its stake in iShares ESG Screened S&P 500 ETF by 20.3% during the 2nd quarter. Thrivent Financial for Lutherans now owns 21,295 shares of the company’s stock valued at $896,000 after acquiring an additional 3,600 shares during the period. Ferguson Shapiro LLC acquired a new stake in iShares ESG Screened S&P 500 ETF during the 3rd quarter valued at approximately $624,000. Magnus Financial Group LLC lifted its stake in iShares ESG Screened S&P 500 ETF by 24.5% during the 3rd quarter. Magnus Financial Group LLC now owns 15,055 shares of the company’s stock valued at $666,000 after acquiring an additional 2,963 shares during the period. Embree Financial Group acquired a new stake in iShares ESG Screened S&P 500 ETF during the 3rd quarter valued at approximately $221,000. Finally, Tarbox Family Office Inc. lifted its stake in iShares ESG Screened S&P 500 ETF by 30.3% during the 3rd quarter. Tarbox Family Office Inc. now owns 19,024 shares of the company’s stock valued at $841,000 after acquiring an additional 4,422 shares during the period.

iShares ESG Screened S&P 500 ETF Stock Performance

XVV opened at $46.56 on Monday. The company has a 50-day moving average price of $46.22 and a two-hundred day moving average price of $44.47. The firm has a market cap of $295.62 million, a PE 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.