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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 Shares
Change % 		Capital Flow 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 +$469K 0.01% 426