Bank of New York Mellon
XVV icon

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

Bank of New York Mellon’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
Q2 		$4.21M Buy
74,207
+997
+1% +$55.1K ﹤0.01% 2546
2026
Q1 		$3.6M Buy
+73,210
New +$3.8M ﹤0.01% 2496

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Bank of New York Mellon's XVV Position: Q2 2026 in Review

Bank of New York Mellon increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 1.4% in Q2 2026, buying an estimated $55.1K and bringing the position to 74,207 shares worth $4.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2546.

Bank of New York Mellon first reported a position in XVV in Q1 2026 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Bank of New York Mellon held 74,207 shares of iShares ESG Screened S&P 500 ETF worth $4.21M as of Q2 2026.
  • Bank of New York Mellon bought 997 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $55.1K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2546 holding.
  • Bank of New York Mellon first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.