CGFA
XVV icon

Colton Groome Financial Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Colton Groome Financial 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
Q1 		$680K Buy
13,815
+3,310
+32% +$172K 0.19% 69
2025
Q4 		$554K Buy
10,505
+665
+7% +$34.7K 0.16% 81
2025
Q3 		$507K Buy
9,840
+1,210
+14% +$59.9K 0.16% 80
2025
Q2 		$412K Sell
8,630
-25
-0.3% -$1.1K 0.14% 89
2025
Q1 		$369K Buy
8,655
+2,305
+36% +$104K 0.14% 87
2024
Q4 		$288K Sell
6,350
-165
-3% -$7.5K 0.11% 100
2024
Q3 		$288K Buy
6,515
+1,645
+34% +$70.1K 0.11% 108
2024
Q2 		$205K Buy
+4,870
New +$196K 0.08% 120

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 $376B 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