Better Money Decisions’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Better Money Decisions’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
2025 Q2	$4.23M	Buy	88,618 +1,841	+2%	+$80.8K	2.57%	12
2025 Q1	$3.71M	Sell	86,777 -6,973	-7%	-$316K	2.48%	14
2024 Q4	$4.25M	Buy	93,750 +790	+0.8%	+$35.9K	2.94%	11
2024 Q3	$4.11M	Sell	92,960 -6,240	-6%	-$266K	2.92%	11
2024 Q2	$4.17M	Buy	99,200 +2,782	+3%	+$112K	3.14%	9
2024 Q1	$3.88M	Sell	96,418 -277	-0.3%	-$10.6K	3.08%	9
2023 Q4	$3.52M	Buy	96,695 +27,107	+39%	+$921K	2.92%	9
2023 Q3	$2.26M	Buy	69,588 +2,144	+3%	+$72.6K	1.99%	11
2023 Q2	$2.28M	Sell	67,444 -1,320	-2%	-$41.9K	1.86%	12
2023 Q1	$2.12M	Buy	68,764 +13,165	+24%	+$394K	1.79%	11
2022 Q4	$1.58M	Buy	55,599 +10,981	+25%	+$315K	1.37%	17
2022 Q3	$1.2M	Buy	44,618 +10,168	+30%	+$305K	1.17%	17
2022 Q2	$978K	Buy	34,450 +15,415	+81%	+$476K	0.83%	21
2022 Q1	$654K	Buy	19,035 +783	+4%	+$26.7K	0.61%	30
2021 Q4	$670K	Buy	+18,252	New	+$647K	0.56%	34

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 $3.72B AUM 31.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

BWP

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

APW

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Better Money Decisions's XVV Position: Q2 2025 in Review

Better Money Decisions increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 2.1% in Q2 2025, buying an estimated $80.8K and bringing the position to 88,618 shares worth $4.23M. The position accounts for 2.57% of the portfolio, ranked #12.

Better Money Decisions first reported a position in XVV in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.25M in Q4 2024. 111 funds tracked by Wall St. Rank hold XVV as of Q2 2025.

Better Money Decisions held 88,618 shares of iShares ESG Screened S&P 500 ETF worth $4.23M as of Q2 2025.
Better Money Decisions bought 1,841 iShares ESG Screened S&P 500 ETF shares in Q2 2025, an estimated $80.8K.
iShares ESG Screened S&P 500 ETF made up 2.57% of Better Money Decisions's portfolio in Q2 2025, its #12 holding.
Better Money Decisions first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
Better Money Decisions's iShares ESG Screened S&P 500 ETF position peaked at $4.25M in Q4 2024.
111 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.