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Buckingham Strategic Wealth’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$608K Hold
14,453
– – 0.01% 428
2024
Q1 		$582K Hold
14,453
– – 0.01% 431
2023
Q4 		$526K Hold
14,453
– – 0.01% 428
2023
Q3 		$469K Buy
+14,453
New +$489K 0.01% 426

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Buckingham Strategic Wealth's XVV Position: Q2 2024 in Review

Buckingham Strategic Wealth held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q2 2024 at 14,453 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #428.

Buckingham Strategic Wealth first reported a position in XVV in Q3 2023 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold XVV as of Q2 2024.

  • Buckingham Strategic Wealth held 14,453 shares of iShares ESG Screened S&P 500 ETF worth $608K as of Q2 2024.
  • Buckingham Strategic Wealth left its iShares ESG Screened S&P 500 ETF share count unchanged in Q2 2024.
  • iShares ESG Screened S&P 500 ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #428 holding.
  • Buckingham Strategic Wealth first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2023 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.