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

Baystate 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
2023 Q4	$6.16K	Buy	169 +2	+1%	+$68	﹤0.01%	841
2023 Q3	$5.45K	Hold	167	–	–	﹤0.01%	674
2023 Q2	$5.68K	Hold	167	–	–	﹤0.01%	680
2023 Q1	$5.18K	Buy	+167	New	+$5K	﹤0.01%	684

Other funds holding XVV

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

BMD

Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

APW

Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Baystate Wealth Management's XVV Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 1.2% in Q4 2023, buying an estimated $68 and bringing the position to 169 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Baystate Wealth Management first reported a position in XVV in Q1 2023 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold XVV as of Q4 2023.

Baystate Wealth Management held 169 shares of iShares ESG Screened S&P 500 ETF worth $6.16K as of Q4 2023.
Baystate Wealth Management bought 2 iShares ESG Screened S&P 500 ETF shares in Q4 2023, an estimated $68.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #841 holding.
Baystate Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2023 and has held it in 4 quarters since.
71 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.