Cetera Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Cetera Advisors’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 Q1	$505K	Buy	12,535 +5,548	+79%	+$213K	﹤0.01%	1595
2023 Q4	$254K	Sell	6,987 -200	-3%	-$6.8K	﹤0.01%	1515
2023 Q3	$233K	Hold	7,187	–	–	﹤0.01%	1464
2023 Q2	$243K	Hold	7,187	–	–	﹤0.01%	1409
2023 Q1	$222K	Hold	7,187	–	–	﹤0.01%	1439
2022 Q4	$204K	Buy	+7,187	New	+$206K	﹤0.01%	1436

Other funds holding XVV

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 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 $2.65B AUM 20.73% 1-Year Est. Return

APW

Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Advisors's XVV Position: Q1 2024 in Review

Cetera Advisors increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 79% in Q1 2024, buying an estimated $213K and bringing the position to 12,535 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Cetera Advisors first reported a position in XVV in Q4 2022 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold XVV as of Q1 2024.

Cetera Advisors held 12,535 shares of iShares ESG Screened S&P 500 ETF worth $505K as of Q1 2024.
Cetera Advisors bought 5,548 iShares ESG Screened S&P 500 ETF shares in Q1 2024, an estimated $213K.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1595 holding.
Cetera Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2022 and has held it in 6 quarters since.
79 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.