BWP
XVV icon

BSW Wealth Partners’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

BSW Wealth Partners’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 		$3.27M Sell
57,656
-5,124
-8% -$283K 0.36% 44
2026
Q1 		$3.09M Hold
62,780
– – 0.38% 44
2025
Q4 		$3.31M Sell
62,780
-1,067
-2% -$55.7K 0.4% 43
2025
Q3 		$3.29M Sell
63,847
-6,360
-9% -$315K 0.41% 40
2025
Q2 		$3.35M Sell
70,207
-15,780
-18% -$693K 0.46% 38
2025
Q1 		$3.68M Sell
85,987
-8,969
-9% -$406K 0.56% 33
2024
Q4 		$4.3M Sell
94,956
-2,948
-3% -$134K 0.63% 34
2024
Q3 		$4.33M Sell
97,904
-1,192
-1% -$50.8K 0.65% 31
2024
Q2 		$4.17M Sell
99,096
-10,982
-10% -$442K 0.68% 31
2024
Q1 		$4.43M Sell
110,078
-2,356
-2% -$90.3K 0.75% 29
2023
Q4 		$4.09M Buy
112,434
+947
+0.8% +$32.2K 0.81% 21
2023
Q3 		$3.62M Sell
111,487
-600
-0.5% -$20.3K 0.8% 22
2023
Q2 		$3.79M Sell
112,087
-5,571
-5% -$177K 0.79% 23
2023
Q1 		$3.64M Buy
117,658
+648
+0.6% +$19.4K 0.74% 24
2022
Q4 		$3.33M Buy
+117,010
New +$3.35M 0.71% 25

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

BSW Wealth Partners's XVV Position: Q2 2026 in Review

BSW Wealth Partners reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 8.2% in Q2 2026, selling an estimated $283K and leaving 57,656 shares worth $3.27M. The position accounts for 0.36% of the portfolio, ranked #44.

BSW Wealth Partners first reported a position in XVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.43M in Q1 2024. 28 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • BSW Wealth Partners held 57,656 shares of iShares ESG Screened S&P 500 ETF worth $3.27M as of Q2 2026.
  • BSW Wealth Partners sold 5,124 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $283K.
  • iShares ESG Screened S&P 500 ETF made up 0.36% of BSW Wealth Partners's portfolio in Q2 2026, its #44 holding.
  • BSW Wealth Partners first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • BSW Wealth Partners's iShares ESG Screened S&P 500 ETF position peaked at $4.43M in Q1 2024.
  • 28 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.