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

Clarity 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
2026
Q2 		– Sell
-122
Closed -$6.02K – 282
2026
Q1 		$6.02K Buy
+122
New +$6.34K ﹤0.01% 241

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
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
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

Clarity Asset Management's XVV Position: Q2 2026 in Review

Clarity Asset Management sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026, closing a stake of 122 shares — an estimated $6.02K sold.

Clarity Asset Management first reported a position in XVV in Q1 2026 and held it in 1 quarter. The position peaked at $6.02K in Q1 2026. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Clarity Asset Management reported no remaining iShares ESG Screened S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 122 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $6.02K.
  • Clarity Asset Management first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2026 and held it in 1 quarter.
  • Clarity Asset Management's iShares ESG Screened S&P 500 ETF position peaked at $6.02K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.