ABWM
XVV icon

Alpine Bank Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Alpine Bank Wealth Management’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
Q1 		$3.46M Sell
70,342
-8,923
-11% -$463K 0.5% 36
2025
Q4 		$4.18M Sell
79,265
-2,046
-3% -$107K 0.59% 27
2025
Q3 		$4.19M Buy
81,311
+10,445
+15% +$517K 0.59% 29
2025
Q2 		$3.38M Sell
70,866
-7,100
-9% -$312K 0.51% 30
2025
Q1 		$3.34M Buy
+77,966
New +$3.53M 0.54% 30

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return