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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16,464
Closed -$599K – 260
2023
Q4 		$599K Buy
+16,464
New +$560K 0.11% 117

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Acorn Financial Advisory Services's XVV Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q1 2024, closing a stake of 16,464 shares — an estimated $599K sold.

Acorn Financial Advisory Services first reported a position in XVV in Q4 2023 and held it in 1 quarter. The position peaked at $599K in Q4 2023. 79 funds tracked by Wall St. Rank hold XVV as of Q1 2024.

  • Acorn Financial Advisory Services reported no remaining iShares ESG Screened S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 16,464 iShares ESG Screened S&P 500 ETF shares in Q1 2024, an estimated $599K.
  • Acorn Financial Advisory Services first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2023 and held it in 1 quarter.
  • Acorn Financial Advisory Services's iShares ESG Screened S&P 500 ETF position peaked at $599K in Q4 2023.
  • 79 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.