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Action Point Financial Planning’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Action Point Financial Planning’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 		$3.63K Buy
+64
New +$3.54K ﹤0.01% 1965

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
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
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

Action Point Financial Planning's XVV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026: 64 shares worth $3.63K. The stake represents ﹤0.01% of the portfolio and ranks #1965 among its holdings.

159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Action Point Financial Planning held 64 shares of iShares ESG Screened S&P 500 ETF worth $3.63K as of Q2 2026.
  • iShares ESG Screened S&P 500 ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1965 holding.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.