Buffington Mohr McNeal’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
Q1
$482K Hold
2024
Q4
$510K Buy
2024
Q3
$410K Hold
2024
Q2
$389K Buy