Advisor OS’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,650	Closed	-$211K	–	457
2024 Q4	$211K	Buy	4,650 +15	+0.3%	+$679	0.02%	390
2024 Q3	$205K	Buy	+4,635	New	+$205K	0.02%	391