Becker Capital Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Becker Capital 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 Q1	$12.2M	Buy	247,274 +16,375	+7%	+$850K	0.36%	76
2025 Q4	$12.2M	Buy	230,899 +5,030	+2%	+$263K	0.35%	74
2025 Q3	$11.6M	Sell	225,869 -1,085	-0.5%	-$53.7K	0.34%	72
2025 Q2	$10.8M	Sell	226,954 -3,570	-2%	-$157K	0.34%	77
2025 Q1	$9.86M	Buy	230,524 +27,240	+13%	+$1.23M	0.33%	82
2024 Q4	$9.21M	Buy	203,284 +195	+0.1%	+$8.87K	0.3%	79
2024 Q3	$8.98M	Sell	203,089 -3,550	-2%	-$151K	0.29%	78
2024 Q2	$8.69M	Sell	206,639 -27,340	-12%	-$1.1M	0.3%	82
2024 Q1	$9.43M	Buy	233,979 +9,785	+4%	+$375K	0.32%	82
2023 Q4	$8.16M	Buy	224,194 +36,470	+19%	+$1.24M	0.29%	84
2023 Q3	$6.12M	Buy	187,724 +67,095	+56%	+$2.27M	0.24%	87
2023 Q2	$4.08M	Buy	+120,629	New	+$3.83M	0.15%	99

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Becker Capital Management's XVV Position: Q1 2026 in Review

Becker Capital Management increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 7.1% in Q1 2026, buying an estimated $850K and bringing the position to 247,274 shares worth $12.2M. The position accounts for 0.36% of the portfolio, ranked #76.

Becker Capital Management first reported a position in XVV in Q2 2023 and has held it in 12 quarters since. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

Becker Capital Management held 247,274 shares of iShares ESG Screened S&P 500 ETF worth $12.2M as of Q1 2026.
Becker Capital Management bought 16,375 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $850K.
iShares ESG Screened S&P 500 ETF made up 0.36% of Becker Capital Management's portfolio in Q1 2026, its #76 holding.
Becker Capital Management first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.