Cidel Asset Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Cidel Asset Management’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
2023 Q1	–	Sell
2022 Q4	$908K	Hold
2022 Q3	$856K	Hold
2022 Q2	$906K	Hold
2022 Q1	$1.1M	Hold
2021 Q4	$1.17M	Hold
2021 Q3	$1.06M	Hold
2021 Q2	$1.05M	Sell
2021 Q1	$972K	Hold
2020 Q4	$918K	Buy