Merriman Wealth Management LLC Reduces Position in iShares ESG Screened S&P 500 ETF (BATS:XVV)

Merriman Wealth Management LLC decreased its holdings in iShares ESG Screened S&P 500 ETF (BATS:XVV) by 11.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,991 shares of the company’s stock after selling 1,203 shares during the period. Merriman Wealth Management LLC owned 0.14% of iShares ESG Screened S&P 500 ETF worth $378,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of the business. Thrivent Financial for Lutherans boosted its holdings in iShares ESG Screened S&P 500 ETF by 20.3% in the 2nd quarter. Thrivent Financial for Lutherans now owns 21,295 shares of the company’s stock worth $896,000 after buying an additional 3,600 shares during the period. Asset Dedication LLC bought a new position in shares of iShares ESG Screened S&P 500 ETF in the second quarter worth $482,000. Magnus Financial Group LLC grew its position in shares of iShares ESG Screened S&P 500 ETF by 51.4% in the second quarter. Magnus Financial Group LLC now owns 12,092 shares of the company’s stock valued at $509,000 after purchasing an additional 4,104 shares in the last quarter. Confluence Wealth Services Inc. bought a new stake in shares of iShares ESG Screened S&P 500 ETF during the 2nd quarter valued at $203,000. Finally, Commonwealth Equity Services LLC lifted its holdings in iShares ESG Screened S&P 500 ETF by 48.1% during the 2nd quarter. Commonwealth Equity Services LLC now owns 23,108 shares of the company’s stock worth $972,000 after purchasing an additional 7,507 shares in the last quarter.

iShares ESG Screened S&P 500 ETF Trading Down 0.3 %

Shares of BATS XVV opened at $43.98 on Friday. The company has a market cap of $279.27 million, a P/E ratio of 27.88 and a beta of 1.03. The business has a 50 day moving average of $42.41 and a 200-day moving average of $41.12.

About iShares ESG Screened S&P 500 ETF

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.