AFAS
XVV icon

Acorn Financial Advisory Services’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Acorn Financial Advisory Services’s Portfolio XVV Stock Details XVV Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
2023
Q4 		$599K Buy