BSW Wealth Partners’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.29M | Sell |
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|
2025
Q2 | $3.35M | Sell |
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|
2025
Q1 | $3.68M | Sell |
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|
2024
Q4 | $4.3M | Sell |
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|
2024
Q3 | $4.33M | Sell |
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|
2024
Q2 | $4.17M | Sell |
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|
2024
Q1 | $4.43M | Sell |
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|
2023
Q4 | $4.09M | Buy |
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|
2023
Q3 | $3.62M | Sell |
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|
2023
Q2 | $3.79M | Sell |
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|
2023
Q1 | $3.64M | Buy |
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|
2022
Q4 | $3.33M | Buy |
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