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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,136	Closed	-$227K	–	797
2024 Q3	$227K	Buy	+5,136	New	+$227K	0.01%	691