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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-16,464	Closed	-$599K	–	258
2023 Q4	$599K	Buy	+16,464	New	+$599K	0.11%	117