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Bradley Foster & Sargent’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Bradley Foster & Sargent’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
Q2 		$619K Hold
10,905
– – 0.01% 375
2026
Q1 		$537K Buy
10,905
+150
+1% +$7.79K 0.01% 381
2025
Q4 		$567K Buy
10,755
+297
+3% +$15.5K 0.01% 374
2025
Q3 		$539K Hold
10,458
– – 0.01% 381
2025
Q2 		$499K Buy
+10,458
New +$459K 0.01% 383

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Bradley Foster & Sargent's XVV Position: Q2 2026 in Review

Bradley Foster & Sargent held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q2 2026 at 10,905 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #375.

Bradley Foster & Sargent first reported a position in XVV in Q2 2025 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Bradley Foster & Sargent held 10,905 shares of iShares ESG Screened S&P 500 ETF worth $619K as of Q2 2026.
  • Bradley Foster & Sargent left its iShares ESG Screened S&P 500 ETF share count unchanged in Q2 2026.
  • iShares ESG Screened S&P 500 ETF made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #375 holding.
  • Bradley Foster & Sargent first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.