Atlantic Private Wealth LLC Cuts Holdings in iShares ESG Select Screened S&P Small-Cap ETF (BATS:XJR)

Atlantic Private Wealth LLC decreased its holdings in iShares ESG Select Screened S&P Small-Cap ETF (BATS:XJR) by 5.9% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 16,101 shares of the company’s stock after selling 1,008 shares during the period. iShares ESG Select Screened S&P Small-Cap ETF makes up about 0.5% of Atlantic Private Wealth LLC’s holdings, making the stock its 23rd biggest holding. Atlantic Private Wealth LLC’s holdings in iShares ESG Select Screened S&P Small-Cap ETF were worth $662,000 at the end of the most recent quarter.

iShares ESG Select Screened S&P Small-Cap ETF Stock Performance

Shares of iShares ESG Select Screened S&P Small-Cap ETF stock opened at $38.31 on Thursday. iShares ESG Select Screened S&P Small-Cap ETF has a 52-week low of $36.02 and a 52-week high of $45.93. The stock has a market capitalization of $95.76 million, a price-to-earnings ratio of 16.31 and a beta of 1.10. The company has a fifty day moving average of $40.74 and a 200-day moving average of $41.69.

iShares ESG Select Screened S&P Small-Cap ETF Profile

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