Embree Financial Group Makes New Investment in iShares ESG Screened S&P 500 ETF (BATS:XVV)

Embree Financial Group acquired a new position in shares of iShares ESG Screened S&P 500 ETF (BATS:XVV) during the third quarter, Holdings Channel.com reports. The institutional investor acquired 5,000 shares of the company’s stock, valued at approximately $221,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in XVV. Confluence Wealth Services Inc. acquired a new position in iShares ESG Screened S&P 500 ETF during the second quarter worth $203,000. Colton Groome Financial Advisors LLC acquired a new position in iShares ESG Screened S&P 500 ETF during the second quarter worth $205,000. CRA Financial Services LLC acquired a new position in iShares ESG Screened S&P 500 ETF during the second quarter worth $222,000. Elwood & Goetz Wealth Advisory Group LLC acquired a new position in shares of iShares ESG Screened S&P 500 ETF in the 2nd quarter valued at $243,000. Finally, Dakota Wealth Management lifted its stake in shares of iShares ESG Screened S&P 500 ETF by 4.8% in the 2nd quarter. Dakota Wealth Management now owns 5,899 shares of the company’s stock valued at $248,000 after purchasing an additional 268 shares during the last quarter.

iShares ESG Screened S&P 500 ETF Trading Up 0.4 %

Shares of iShares ESG Screened S&P 500 ETF stock opened at $45.04 on Friday. The company has a 50 day simple moving average of $43.37 and a two-hundred day simple moving average of $41.76. The firm has a market cap of $285.99 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.