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Cary Street Partners Investment Advisory’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-5,136
Closed -$227K – 797
2024
Q3 		$227K Buy
+5,136
New +$219K 0.01% 691

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 $445B AUM 25.58% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cary Street Partners Investment Advisory's XVV Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q4 2024, closing a stake of 5,136 shares — an estimated $227K sold.

Cary Street Partners Investment Advisory first reported a position in XVV in Q3 2024 and held it in 1 quarter. The position peaked at $227K in Q3 2024. 109 funds tracked by Wall St. Rank hold XVV as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining iShares ESG Screened S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 5,136 iShares ESG Screened S&P 500 ETF shares in Q4 2024, an estimated $227K.
  • Cary Street Partners Investment Advisory first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2024 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares ESG Screened S&P 500 ETF position peaked at $227K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.