Captrust Financial Advisors Trims Stake in iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH)

Captrust Financial Advisors reduced its holdings in shares of iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH) by 2.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 12,987 shares of the company’s stock after selling 365 shares during the period. Captrust Financial Advisors’ holdings in iShares ESG Screened S&P Mid-Cap ETF were worth $549,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. D.A. Davidson & CO. increased its holdings in iShares ESG Screened S&P Mid-Cap ETF by 11.7% during the third quarter. D.A. Davidson & CO. now owns 22,584 shares of the company’s stock valued at $955,000 after buying an additional 2,363 shares during the last quarter. Larson Financial Group LLC increased its holdings in iShares ESG Screened S&P Mid-Cap ETF by 32.0% during the third quarter. Larson Financial Group LLC now owns 2,199 shares of the company’s stock valued at $93,000 after buying an additional 533 shares during the last quarter. Wrapmanager Inc. increased its holdings in iShares ESG Screened S&P Mid-Cap ETF by 3.3% during the third quarter. Wrapmanager Inc. now owns 8,106 shares of the company’s stock valued at $343,000 after buying an additional 258 shares during the last quarter. Amara Financial LLC. purchased a new stake in shares of iShares ESG Screened S&P Mid-Cap ETF in the third quarter worth $362,000. Finally, Aptus Capital Advisors LLC purchased a new stake in shares of iShares ESG Screened S&P Mid-Cap ETF in the third quarter worth $56,000.

iShares ESG Screened S&P Mid-Cap ETF Trading Up 0.7 %

Shares of BATS XJH opened at $44.72 on Thursday. The stock has a 50-day moving average price of $43.43 and a two-hundred day moving average price of $41.51. The stock has a market capitalization of $199.01 million, a PE ratio of 16.70 and a beta of 1.10.

iShares ESG Screened S&P Mid-Cap ETF Profile

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.