Brown Advisory’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Brown Advisory’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	$12.9M	Buy	227,661 +8,691	+4%	+$480K	0.02%	409
2026 Q1	$10.8M	Buy	218,970 +34,955	+19%	+$1.82M	0.02%	412
2025 Q4	$9.7M	Buy	184,015 +24,516	+15%	+$1.28M	0.01%	425
2025 Q3	$8.22M	Buy	+159,499	New	+$7.9M	0.01%	444

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 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brown Advisory's XVV Position: Q2 2026 in Review

Brown Advisory increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 4% in Q2 2026, buying an estimated $480K and bringing the position to 227,661 shares worth $12.9M. The position accounts for 0.02% of the portfolio, ranked #409.

Brown Advisory first reported a position in XVV in Q3 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Brown Advisory held 227,661 shares of iShares ESG Screened S&P 500 ETF worth $12.9M as of Q2 2026.
Brown Advisory bought 8,691 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $480K.
iShares ESG Screened S&P 500 ETF made up 0.02% of Brown Advisory's portfolio in Q2 2026, its #409 holding.
Brown Advisory first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.