KFG Wealth Management LLC Makes New $780,000 Investment in iShares ESG Select Screened S&P 500 ETF $XVV

KFG Wealth Management LLC purchased a new stake in iShares ESG Select Screened S&P 500 ETF (BATS:XVV) in the second quarter, according to its most recent filing with the SEC. The fund purchased 13,734 shares of the company’s stock, valued at approximately $780,000. KFG Wealth Management LLC owned about 0.16% of iShares ESG Select Screened S&P 500 ETF at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Integrated Wealth Concepts LLC bought a new position in iShares ESG Select Screened S&P 500 ETF during the first quarter worth $454,000. Jane Street Group LLC raised its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 325.4% during the first quarter. Jane Street Group LLC now owns 20,533 shares of the company’s stock worth $878,000 after purchasing an additional 15,706 shares during the period. Focus Partners Wealth lifted its position in shares of iShares ESG Select Screened S&P 500 ETF by 137.1% in the 1st quarter. Focus Partners Wealth now owns 34,266 shares of the company’s stock worth $1,466,000 after buying an additional 19,813 shares during the last quarter. JPMorgan Chase & Co. lifted its position in shares of iShares ESG Select Screened S&P 500 ETF by 177.0% in the 2nd quarter. JPMorgan Chase & Co. now owns 25,014 shares of the company’s stock worth $1,193,000 after buying an additional 15,983 shares during the last quarter. Finally, Cresset Asset Management LLC lifted its position in shares of iShares ESG Select Screened S&P 500 ETF by 3.2% in the 2nd quarter. Cresset Asset Management LLC now owns 12,379 shares of the company’s stock worth $590,000 after buying an additional 384 shares during the last quarter.

iShares ESG Select Screened S&P 500 ETF Stock Performance

BATS XVV opened at $58.63 on Thursday. iShares ESG Select Screened S&P 500 ETF has a one year low of $47.59 and a one year high of $59.74. The company has a 50-day simple moving average of $57.75 and a 200-day simple moving average of $55.13. The firm has a market capitalization of $513.01 million, a PE ratio of 25.63 and a beta of 1.04.

iShares ESG Select 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. XVV was launched on Sep 22, 2020 and is managed by BlackRock.