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
2025 Q3	$16K	Hold
2025 Q2	$14.8K	Hold
2025 Q1	$13.3K	Buy