Commonwealth Equity Services’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Commonwealth Equity Services’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	$1.33M	Sell	27,019 -3,750	-12%	-$195K	﹤0.01%	2369
2025 Q4	$1.62M	Buy	30,769 +8,478	+38%	+$443K	﹤0.01%	2153
2025 Q3	$1.15M	Sell	22,291 -3,488	-14%	-$173K	﹤0.01%	2486
2025 Q2	$1.23M	Buy	25,779 +2,647	+11%	+$116K	﹤0.01%	2392
2025 Q1	$990K	Sell	23,132 -778	-3%	-$35.2K	﹤0.01%	2463
2024 Q4	$1.08M	Buy	23,910 +1,121	+5%	+$51K	﹤0.01%	2328
2024 Q3	$1.01M	Sell	22,789 -319	-1%	-$13.6K	﹤0.01%	2334
2024 Q2	$972K	Buy	23,108 +7,507	+48%	+$302K	﹤0.01%	2303
2024 Q1	$629K	Buy	15,601 +1,941	+14%	+$74.4K	﹤0.01%	2624
2023 Q4	$497K	Buy	13,660 +3,841	+39%	+$131K	﹤0.01%	2714
2023 Q3	$318K	Buy	9,819 +381	+4%	+$12.9K	﹤0.01%	2983
2023 Q2	$319K	Buy	+9,438	New	+$300K	﹤0.01%	2999

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 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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services's XVV Position: Q1 2026 in Review

Commonwealth Equity Services reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 12% in Q1 2026, selling an estimated $195K and leaving 27,019 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2369.

Commonwealth Equity Services first reported a position in XVV in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.62M in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

Commonwealth Equity Services held 27,019 shares of iShares ESG Screened S&P 500 ETF worth $1.33M as of Q1 2026.
Commonwealth Equity Services sold 3,750 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $195K.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2369 holding.
Commonwealth Equity Services first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Commonwealth Equity Services's iShares ESG Screened S&P 500 ETF position peaked at $1.62M in Q4 2025.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.