Bartlett & Co Wealth Management
XVV icon

Bartlett & Co Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Bartlett & Co Wealth Management’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
Q3 		$2.9M Buy
49,722
+5,669
+13% +$329K 0.04% 181
2026
Q2 		$2.5M Buy
44,053
+8,482
+24% +$469K 0.03% 196
2026
Q1 		$1.95M Buy
+35,571
New +$1.85M 0.02% 211

Other funds holding XVV

University of Cambridge Investment Management
University of Cambridge Investment Management Cambridge $96.4M AUM 13.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Becker Capital Management
Becker Capital Management Portland, Oregon $3.69B AUM 25.93% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Atlantic Private Wealth
Atlantic Private Wealth Chapel Hill, North Carolina $169M AUM 13.26% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

Bartlett & Co Wealth Management's XVV Position: Q3 2026 in Review

Bartlett & Co Wealth Management increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 13% in Q3 2026, buying an estimated $329K and bringing the position to 49,722 shares worth $2.9M. The position accounts for 0.04% of the portfolio, ranked #181.

Bartlett & Co Wealth Management first reported a position in XVV in Q1 2026 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold XVV as of Q3 2026.

  • Bartlett & Co Wealth Management held 49,722 shares of iShares ESG Screened S&P 500 ETF worth $2.9M as of Q3 2026.
  • Bartlett & Co Wealth Management bought 5,669 iShares ESG Screened S&P 500 ETF shares in Q3 2026, an estimated $329K.
  • iShares ESG Screened S&P 500 ETF made up 0.04% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #181 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2026 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.