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

Advisor OS’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
2025
Q1 		– Sell
-4,650
Closed -$211K – 459
2024
Q4 		$211K Buy
4,650
+15
+0.3% +$682 0.02% 390
2024
Q3 		$205K Buy
+4,635
New +$198K 0.02% 391

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Advisor OS's XVV Position: Q1 2025 in Review

Advisor OS sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q1 2025, closing a stake of 4,650 shares — an estimated $211K sold.

Advisor OS first reported a position in XVV in Q3 2024 and held it in 2 quarters. The position peaked at $211K in Q4 2024. 109 funds tracked by Wall St. Rank hold XVV as of Q1 2025.

  • Advisor OS reported no remaining iShares ESG Screened S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Advisor OS sold 4,650 iShares ESG Screened S&P 500 ETF shares in Q1 2025, an estimated $211K.
  • Advisor OS first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2024 and held it in 2 quarters.
  • Advisor OS's iShares ESG Screened S&P 500 ETF position peaked at $211K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2025.

Based on Advisor OS's 13F filing for Q1 2025, filed 6 May 2025.