Asset Dedication LLC’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Asset Dedication LLC’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 Q2	$546K	Hold
2025 Q1	$490K	Hold
2024 Q4	$519K	Hold
2024 Q3	$507K	Hold
2024 Q2	$482K	Buy