SFM LLC d b a Sweeney Financial Advisors Acquires 9,206 Shares of iShares ESG Select Screened S&P 500 ETF $XVV

SFM LLC d b a Sweeney Financial Advisors acquired a new position in shares of iShares ESG Select Screened S&P 500 ETF (BATS:XVV) in the 3rd quarter, according to its most recent disclosure with the SEC. The fund acquired 9,206 shares of the company’s stock, valued at approximately $537,000. SFM LLC d b a Sweeney Financial Advisors owned about 0.11% of iShares ESG Select Screened S&P 500 ETF at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of XVV. WestHill Financial Advisors Inc. acquired a new stake in iShares ESG Select Screened S&P 500 ETF in the third quarter valued at $1,610,000. Valeo Financial Advisors LLC boosted its position in shares of iShares ESG Select Screened S&P 500 ETF by 23.5% during the 3rd quarter. Valeo Financial Advisors LLC now owns 6,243 shares of the company’s stock worth $364,000 after acquiring an additional 1,187 shares in the last quarter. Eastern Bank acquired a new position in shares of iShares ESG Select Screened S&P 500 ETF during the 3rd quarter worth about $70,000. Montecito Bank & Trust acquired a new position in shares of iShares ESG Select Screened S&P 500 ETF during the 3rd quarter worth about $371,000. Finally, Envestnet Asset Management Inc. boosted its position in shares of iShares ESG Select Screened S&P 500 ETF by 4,934.2% during the 2nd quarter. Envestnet Asset Management Inc. now owns 1,412,659 shares of the company’s stock worth $80,225,000 after acquiring an additional 1,384,598 shares in the last quarter.

iShares ESG Select Screened S&P 500 ETF Price Performance

Shares of XVV traded down $0.67 during mid-day trading on Wednesday, reaching $58.59. The company’s stock had a trading volume of 6,324 shares, compared to its average volume of 28,519. iShares ESG Select Screened S&P 500 ETF has a 12-month low of $47.59 and a 12-month high of $59.74. The stock has a market cap of $512.66 million, a PE ratio of 25.63 and a beta of 1.04. The company’s 50 day moving average is $58.77 and its 200 day moving average is $56.62.

iShares ESG Select Screened S&P 500 ETF 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.