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

Cetera Investment Advisers’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
Q1 		$785K Buy
15,944
+758
+5% +$39.4K ﹤0.01% 3120
2025
Q4 		$800K Buy
15,186
+2,354
+18% +$123K ﹤0.01% 3026
2025
Q3 		$661K Buy
12,832
+349
+3% +$17.3K ﹤0.01% 3147
2025
Q2 		$595K Sell
12,483
-125
-1% -$5.49K ﹤0.01% 2826
2025
Q1 		$539K Buy
12,608
+575
+5% +$26K ﹤0.01% 2778
2024
Q4 		$545K Sell
12,033
-75
-0.6% -$3.41K ﹤0.01% 2615
2024
Q3 		$535K Buy
12,108
+50
+0.4% +$2.13K ﹤0.01% 2601
2024
Q2 		$507K Sell
12,058
-477
-4% -$19.2K ﹤0.01% 2582
2024
Q1 		$505K Buy
12,535
+5,865
+88% +$225K ﹤0.01% 2598
2023
Q4 		$243K Buy
6,670
+177
+3% +$6.02K ﹤0.01% 1920
2023
Q3 		$211K Hold
6,493
– – ﹤0.01% 1960
2023
Q2 		$220K Hold
6,493
– – ﹤0.01% 1931
2023
Q1 		$201K Buy
+6,493
New +$194K ﹤0.01% 1953

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cetera Investment Advisers's XVV Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 5% in Q1 2026, buying an estimated $39.4K and bringing the position to 15,944 shares worth $785K. The position accounts for ﹤0.01% of the portfolio, ranked #3120.

Cetera Investment Advisers first reported a position in XVV in Q1 2023 and has held it in 13 quarters since. The position peaked at $800K in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Cetera Investment Advisers held 15,944 shares of iShares ESG Screened S&P 500 ETF worth $785K as of Q1 2026.
  • Cetera Investment Advisers bought 758 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $39.4K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3120 holding.
  • Cetera Investment Advisers first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
  • Cetera Investment Advisers's iShares ESG Screened S&P 500 ETF position peaked at $800K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.