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Atlantic Private Wealth’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Atlantic Private Wealth’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 		$3.52M Buy
71,500
+3,828
+6% +$199K 2.3% 11
2025
Q4 		$3.57M Buy
67,672
+1
+0% +$52 2.28% 11
2025
Q3 		$3.49M Hold
67,671
– – 2.25% 12
2025
Q2 		$3.23M Buy
67,671
+1
+0% +$44 2.16% 14
2025
Q1 		$2.9M Buy
67,670
+1
+0% +$45 2.14% 11
2024
Q4 		$3.07M Sell
67,669
-2,469
-4% -$112K 2.31% 9
2024
Q3 		$3.1M Sell
70,138
-14,804
-17% -$631K 2.35% 10
2024
Q2 		$3.57M Buy
84,942
+156
+0.2% +$6.28K 2.91% 10
2024
Q1 		$3.42M Buy
84,786
+123
+0.1% +$4.71K 2.84% 10
2023
Q4 		$3.08M Buy
84,663
+2
+0% +$68 2.75% 10
2023
Q3 		$2.75M Sell
84,661
-100
-0.1% -$3.39K 2.77% 10
2023
Q2 		$2.87M Buy
84,761
+423
+0.5% +$13.4K 2.91% 9
2023
Q1 		$2.61M Buy
84,338
+4,491
+6% +$134K 2.74% 9
2022
Q4 		$2.27M Buy
79,847
+473
+0.6% +$13.6K 2.44% 8
2022
Q3 		$2.13M Hold
79,374
– – 2.39% 10
2022
Q2 		$2.25M Buy
79,374
+32,228
+68% +$994K 2.31% 11
2022
Q1 		$1.62M Hold
47,146
– – 1.53% 11
2021
Q4 		$1.73M Buy
+47,146
New +$1.67M 1.52% 12

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 $377B 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

Atlantic Private Wealth's XVV Position: Q1 2026 in Review

Atlantic Private Wealth increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 5.7% in Q1 2026, buying an estimated $199K and bringing the position to 71,500 shares worth $3.52M. The position accounts for 2.3% of the portfolio, ranked #11.

Atlantic Private Wealth first reported a position in XVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.57M in Q2 2024. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Atlantic Private Wealth held 71,500 shares of iShares ESG Screened S&P 500 ETF worth $3.52M as of Q1 2026.
  • Atlantic Private Wealth bought 3,828 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $199K.
  • iShares ESG Screened S&P 500 ETF made up 2.3% of Atlantic Private Wealth's portfolio in Q1 2026, its #11 holding.
  • Atlantic Private Wealth first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Atlantic Private Wealth's iShares ESG Screened S&P 500 ETF position peaked at $3.57M in Q2 2024.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.