Emergent Wealth Advisors, LLC’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Emergent Wealth Advisors, LLC’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	$599K	Hold
2025 Q2	$554K	Hold
2025 Q1	$497K	Sell
2024 Q4	$557K	Buy