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

Choate Investment 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
2026 Q2	$201K	Buy	+3,542	New	+$196K	﹤0.01%	463

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Choate Investment Advisors's XVV Position: Q2 2026 in Review

Choate Investment Advisors opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026: 3,542 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #463 among its holdings.

159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Choate Investment Advisors held 3,542 shares of iShares ESG Screened S&P 500 ETF worth $201K as of Q2 2026.
iShares ESG Screened S&P 500 ETF was a new Choate Investment Advisors position in Q2 2026.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #463 holding.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.