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 Q2	$17.6K	Hold	310	–	–	0.01%	145
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 $1.95B AUM 25.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

1 North Wealth Services's XVV Position: Q2 2026 in Review

1 North Wealth Services held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q2 2026 at 310 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #145.

1 North Wealth Services first reported a position in XVV in Q1 2025 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

1 North Wealth Services held 310 shares of iShares ESG Screened S&P 500 ETF worth $17.6K as of Q2 2026.
1 North Wealth Services left its iShares ESG Screened S&P 500 ETF share count unchanged in Q2 2026.
iShares ESG Screened S&P 500 ETF made up 0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #145 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 6 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.