Advisornet Financial’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	-1,425	Closed	-$51.9K	–	2524
2023 Q4	$51.9K	Buy	1,425 +22	+2%	+$800	﹤0.01%	802
2023 Q3	$45.5K	Buy	1,403 +424	+43%	+$13.7K	﹤0.01%	812
2023 Q2	$33.1K	Buy	+979	New	+$33.1K	﹤0.01%	935