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American Portfolios Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$5.98K Buy
223
+49
+28% +$1.47K ﹤0.01% 2748
2022
Q2 		$4.94K Hold
174
– – ﹤0.01% 2834
2022
Q1 		$5.98K Buy
174
+13
+8% +$443 ﹤0.01% 2881
2021
Q4 		$5.91K Buy
+161
New +$5.71K ﹤0.01% 2835

Other funds holding XVV

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

American Portfolios Advisors's XVV Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 28% in Q3 2022, buying an estimated $1.47K and bringing the position to 223 shares worth $5.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2748.

American Portfolios Advisors first reported a position in XVV in Q4 2021 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold XVV as of Q3 2022.

  • American Portfolios Advisors held 223 shares of iShares ESG Screened S&P 500 ETF worth $5.98K as of Q3 2022.
  • American Portfolios Advisors bought 49 iShares ESG Screened S&P 500 ETF shares in Q3 2022, an estimated $1.47K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2748 holding.
  • American Portfolios Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2021 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.