Boulder Wealth Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Boulder Wealth Advisors’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
2022 Q4	$6K	Buy	+215	New	+$6.16K	0.01%	92

Other funds holding XVV

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SLF

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BWP

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

BFO

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Boulder Wealth Advisors's XVV Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q4 2022: 215 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #92 among its holdings.

60 funds tracked by Wall St. Rank hold XVV as of Q4 2022.

Boulder Wealth Advisors held 215 shares of iShares ESG Screened S&P 500 ETF worth $6K as of Q4 2022.
iShares ESG Screened S&P 500 ETF was a new Boulder Wealth Advisors position in Q4 2022.
iShares ESG Screened S&P 500 ETF made up 0.01% of Boulder Wealth Advisors's portfolio in Q4 2022, its #92 holding.
60 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.