Bank of America
XVV icon

Bank of America’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Bank of America’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 		$1.43M Sell
29,060
-582
-2% -$30.2K ﹤0.01% 4315
2025
Q4 		$1.56M Sell
29,642
-833
-3% -$43.5K ﹤0.01% 4257
2025
Q3 		$1.57M Buy
30,475
+4,083
+15% +$202K ﹤0.01% 5007
2025
Q2 		$1.26M Sell
26,392
-555
-2% -$24.4K ﹤0.01% 5140
2025
Q1 		$1.15M Sell
26,947
-2,143
-7% -$97K ﹤0.01% 5123
2024
Q4 		$1.32M Sell
29,090
-10,117
-26% -$460K ﹤0.01% 4796
2024
Q3 		$1.73M Sell
39,207
-281
-0.7% -$12K ﹤0.01% 4664
2024
Q2 		$1.66M Sell
39,488
-5,594
-12% -$225K ﹤0.01% 4562
2024
Q1 		$1.82M Buy
45,082
+17,443
+63% +$668K ﹤0.01% 4512
2023
Q4 		$1.01M Buy
27,639
+5,875
+27% +$200K ﹤0.01% 4975
2023
Q3 		$706K Sell
21,764
-1,015
-4% -$34.4K ﹤0.01% 5065
2023
Q2 		$770K Buy
22,779
+17,682
+347% +$561K ﹤0.01% 4963
2023
Q1 		$157K Buy
5,097
+551
+12% +$16.5K ﹤0.01% 6041
2022
Q4 		$129K Buy
4,546
+416
+10% +$11.9K ﹤0.01% 6134
2022
Q3 		$111K Buy
4,130
+664
+19% +$19.9K ﹤0.01% 6295
2022
Q2 		$98K Buy
3,466
+49
+1% +$1.51K ﹤0.01% 6481
2022
Q1 		$117K Sell
3,417
-7,233
-68% -$246K ﹤0.01% 6774
2021
Q4 		$391K Buy
10,650
+9,131
+601% +$324K ﹤0.01% 6068
2021
Q3 		$50K Buy
+1,519
New +$51.6K ﹤0.01% 7045

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 $3.72B AUM 31.98% 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 $30.4B AUM 27.51% 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 $1.32B AUM 24.95% 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

Bank of America's XVV Position: Q1 2026 in Review

Bank of America reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 2% in Q1 2026, selling an estimated $30.2K and leaving 29,060 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #4315.

Bank of America first reported a position in XVV in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.82M in Q1 2024. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Bank of America held 29,060 shares of iShares ESG Screened S&P 500 ETF worth $1.43M as of Q1 2026.
  • Bank of America sold 582 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $30.2K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4315 holding.
  • Bank of America first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
  • Bank of America's iShares ESG Screened S&P 500 ETF position peaked at $1.82M in Q1 2024.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.