Voisard Asset Management Group Inc. Reduces Holdings in iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH)

Voisard Asset Management Group Inc. lessened its position in shares of iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH) by 62.7% during the third quarter, Holdings Channel reports. The institutional investor owned 961 shares of the company’s stock after selling 1,615 shares during the quarter. Voisard Asset Management Group Inc.’s holdings in iShares ESG Screened S&P Mid-Cap ETF were worth $41,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in the company. Opes Wealth Management LLC lifted its position in shares of iShares ESG Screened S&P Mid-Cap ETF by 1.4% during the 2nd quarter. Opes Wealth Management LLC now owns 18,463 shares of the company’s stock valued at $731,000 after buying an additional 260 shares during the last quarter. McKinley Carter Wealth Services Inc. lifted its position in shares of iShares ESG Screened S&P Mid-Cap ETF by 1.8% during the 3rd quarter. McKinley Carter Wealth Services Inc. now owns 16,824 shares of the company’s stock valued at $711,000 after buying an additional 293 shares during the last quarter. Bailard Inc. lifted its position in shares of iShares ESG Screened S&P Mid-Cap ETF by 0.3% during the 2nd quarter. Bailard Inc. now owns 200,050 shares of the company’s stock valued at $7,916,000 after buying an additional 583 shares during the last quarter. Asset Dedication LLC raised its stake in shares of iShares ESG Screened S&P Mid-Cap ETF by 166.8% during the 3rd quarter. Asset Dedication LLC now owns 982 shares of the company’s stock valued at $42,000 after purchasing an additional 614 shares during the period. Finally, Tarbox Family Office Inc. raised its stake in shares of iShares ESG Screened S&P Mid-Cap ETF by 9.5% during the 3rd quarter. Tarbox Family Office Inc. now owns 7,972 shares of the company’s stock valued at $337,000 after purchasing an additional 691 shares during the period.

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

BATS:XJH opened at $42.43 on Thursday. The company has a market cap of $188.81 million, a price-to-earnings ratio of 16.70 and a beta of 1.10. The company’s 50-day moving average is $41.80 and its two-hundred day moving average is $40.55.

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.