Sage Financial Group Inc. Acquires 3,336 Shares of iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH)

Sage Financial Group Inc. grew its stake in iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH) by 19.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,832 shares of the company’s stock after buying an additional 3,336 shares during the period. Sage Financial Group Inc.’s holdings in iShares ESG Screened S&P Mid-Cap ETF were worth $786,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of XJH. MML Investors Services LLC boosted its stake in shares of iShares ESG Screened S&P Mid-Cap ETF by 4.8% in the 2nd quarter. MML Investors Services LLC now owns 6,196 shares of the company’s stock valued at $221,000 after purchasing an additional 281 shares in the last quarter. Mercer Global Advisors Inc. ADV boosted its position in iShares ESG Screened S&P Mid-Cap ETF by 4.9% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 6,526 shares of the company’s stock valued at $221,000 after buying an additional 305 shares during the period. Better Money Decisions LLC boosted its position in iShares ESG Screened S&P Mid-Cap ETF by 4.0% during the 3rd quarter. Better Money Decisions LLC now owns 8,884 shares of the company’s stock valued at $301,000 after buying an additional 339 shares during the period. D.A. Davidson & CO. boosted its position in iShares ESG Screened S&P Mid-Cap ETF by 6.4% during the 3rd quarter. D.A. Davidson & CO. now owns 9,743 shares of the company’s stock valued at $330,000 after buying an additional 584 shares during the period. Finally, Deutsche Bank AG raised its holdings in iShares ESG Screened S&P Mid-Cap ETF by 455.6% in the 4th quarter. Deutsche Bank AG now owns 1,000 shares of the company’s stock worth $33,000 after purchasing an additional 820 shares in the last quarter.

iShares ESG Screened S&P Mid-Cap ETF Price Performance

Shares of iShares ESG Screened S&P Mid-Cap ETF stock traded up $0.71 during trading on Thursday, hitting $40.97. The company’s stock had a trading volume of 29,477 shares. The business’s 50 day moving average price is $38.73 and its two-hundred day moving average price is $36.15. The firm has a market capitalization of $122.91 million, a P/E ratio of 13.37 and a beta of 1.03.

About iShares ESG Screened S&P Mid-Cap ETF

The iShares ESG Screened S&P Mid-Cap ETF (XJH) is an exchange-traded fund that mostly invests in mid cap equity. The fund tracks a market-cap weighted index of US mid-caps screened for sustainability and excluding those with exposure to certain controversial business activities. XJH was launched on Sep 22, 2020 and is managed by BlackRock.