Gould Asset Management LLC CA Makes New $274,000 Investment in iShares ESG Screened S&P Small-Cap ETF (BATS:XJR)

Gould Asset Management LLC CA purchased a new stake in shares of iShares ESG Screened S&P Small-Cap ETF (BATS:XJR) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 7,165 shares of the company’s stock, valued at approximately $274,000. Gould Asset Management LLC CA owned about 0.49% of iShares ESG Screened S&P Small-Cap ETF at the end of the most recent reporting period.

Separately, Headinvest LLC purchased a new position in shares of iShares ESG Screened S&P Small-Cap ETF during the 3rd quarter valued at $34,000.

iShares ESG Screened S&P Small-Cap ETF Price Performance

Shares of BATS XJR traded up $0.28 during trading on Friday, reaching $37.29. 1,113 shares of the stock traded hands. The firm has a 50-day moving average of $37.75 and a 200-day moving average of $36.11. The stock has a market cap of $68.98 million, a PE ratio of 14.16 and a beta of 1.17.

About iShares ESG Screened S&P Small-Cap ETF

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.