iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH) Shares Sold by Hilltop Wealth Advisors LLC

Hilltop Wealth Advisors LLC trimmed its position in iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH) by 9.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 43,853 shares of the company’s stock after selling 4,400 shares during the period. iShares ESG Screened S&P Mid-Cap ETF accounts for approximately 0.9% of Hilltop Wealth Advisors LLC’s investment portfolio, making the stock its 22nd biggest holding. Hilltop Wealth Advisors LLC’s holdings in iShares ESG Screened S&P Mid-Cap ETF were worth $1,835,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. grew its holdings in iShares ESG Screened S&P Mid-Cap ETF by 170.1% during the third quarter. JPMorgan Chase & Co. now owns 2,855 shares of the company’s stock worth $121,000 after acquiring an additional 1,798 shares during the period. World Investment Advisors LLC purchased a new stake in shares of iShares ESG Screened S&P Mid-Cap ETF in the third quarter valued at approximately $5,881,000. Coldstream Capital Management Inc. raised its position in iShares ESG Screened S&P Mid-Cap ETF by 8.1% during the third quarter. Coldstream Capital Management Inc. now owns 29,038 shares of the company’s stock worth $1,228,000 after acquiring an additional 2,186 shares during the period. Urban Financial Advisory Corp acquired a new stake in iShares ESG Screened S&P Mid-Cap ETF in the 3rd quarter worth about $101,000. Finally, Integrated Wealth Concepts LLC acquired a new position in shares of iShares ESG Screened S&P Mid-Cap ETF during the third quarter valued at approximately $203,000.

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

XJH traded down $0.29 on Wednesday, hitting $42.00. 53,167 shares of the company’s stock were exchanged. The firm’s fifty day simple moving average is $43.57 and its 200-day simple moving average is $41.94. The company has a market capitalization of $186.90 million, a PE ratio of 16.70 and a beta of 1.10.

iShares ESG Screened S&P Mid-Cap ETF Company 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.