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XVV icon

1 North Wealth Services’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

1 North Wealth Services’s Portfolio XVV Stock Details XVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.3K Hold
310
– – 0.01% 136
2025
Q4 		$16.3K Hold
310
– – 0.01% 137
2025
Q3 		$16K Hold
310
– – 0.01% 127
2025
Q2 		$14.8K Hold
310
– – 0.01% 133
2025
Q1 		$13.3K Buy
+310
New +$14K 0.01% 132

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

1 North Wealth Services's XVV Position: Q1 2026 in Review

1 North Wealth Services held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q1 2026 at 310 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #136.

1 North Wealth Services first reported a position in XVV in Q1 2025 and has held it in 5 quarters since. The position peaked at $16.3K in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • 1 North Wealth Services held 310 shares of iShares ESG Screened S&P 500 ETF worth $15.3K as of Q1 2026.
  • 1 North Wealth Services left its iShares ESG Screened S&P 500 ETF share count unchanged in Q1 2026.
  • iShares ESG Screened S&P 500 ETF made up 0.01% of 1 North Wealth Services's portfolio in Q1 2026, its #136 holding.
  • 1 North Wealth Services first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
  • 1 North Wealth Services's iShares ESG Screened S&P 500 ETF position peaked at $16.3K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.