CSP
XVV icon

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

Cary Street Partners’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
2026
Q2 		$347K Buy
6,114
+5
+0.1% +$276 0.01% 763
2026
Q1 		$301K Buy
6,109
+6
+0.1% +$312 0.01% 719
2025
Q4 		$322K Buy
6,103
+225
+4% +$11.7K 0.01% 713
2025
Q3 		$303K Buy
5,878
+367
+7% +$18.2K 0.01% 681
2025
Q2 		$263K Buy
5,511
+188
+4% +$8.25K 0.01% 693
2025
Q1 		$228K Sell
5,323
-123
-2% -$5.57K 0.01% 711
2024
Q4 		$247K Buy
+5,446
New +$248K 0.01% 663

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

Cary Street Partners's XVV Position: Q2 2026 in Review

Cary Street Partners increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.08% in Q2 2026, buying an estimated $276 and bringing the position to 6,114 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #763.

Cary Street Partners first reported a position in XVV in Q4 2024 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Cary Street Partners held 6,114 shares of iShares ESG Screened S&P 500 ETF worth $347K as of Q2 2026.
  • Cary Street Partners bought 5 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $276.
  • iShares ESG Screened S&P 500 ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #763 holding.
  • Cary Street Partners first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.