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Buffington Mohr McNeal’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Buffington Mohr McNeal’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
2025
Q1 		$482K Hold
11,262
– – 0.1% 73
2024
Q4 		$510K Buy
11,262
+2,000
+22% +$90.9K 0.08% 91
2024
Q3 		$410K Hold
9,262
– – 0.07% 102
2024
Q2 		$389K Buy
+9,262
New +$373K 0.07% 98

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 $3.72B AUM 31.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 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
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Buffington Mohr McNeal's XVV Position: Q1 2025 in Review

Buffington Mohr McNeal held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q1 2025 at 11,262 shares worth $482K. The position accounts for 0.1% of the portfolio, ranked #73.

Buffington Mohr McNeal first reported a position in XVV in Q2 2024 and has held it in 4 quarters since. The position peaked at $510K in Q4 2024. 109 funds tracked by Wall St. Rank hold XVV as of Q1 2025.

  • Buffington Mohr McNeal held 11,262 shares of iShares ESG Screened S&P 500 ETF worth $482K as of Q1 2025.
  • Buffington Mohr McNeal left its iShares ESG Screened S&P 500 ETF share count unchanged in Q1 2025.
  • iShares ESG Screened S&P 500 ETF made up 0.1% of Buffington Mohr McNeal's portfolio in Q1 2025, its #73 holding.
  • Buffington Mohr McNeal first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2024 and has held it in 4 quarters since.
  • Buffington Mohr McNeal's iShares ESG Screened S&P 500 ETF position peaked at $510K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.