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Confluence Wealth Services’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Confluence Wealth 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
Q2 		$504K Buy
8,880
+189
+2% +$10.4K 0.01% 326
2026
Q1 		$428K Buy
8,691
+39
+0.5% +$2.02K 0.02% 284
2025
Q4 		$456K Buy
8,652
+344
+4% +$18K 0.02% 265
2025
Q3 		$428K Sell
8,308
-1,650
-17% -$81.7K 0.02% 271
2025
Q2 		$475K Buy
9,958
+42
+0.4% +$1.84K 0.03% 252
2025
Q1 		$407K Buy
9,916
+545
+6% +$24.7K 0.03% 256
2024
Q4 		$442K Sell
9,371
-87
-0.9% -$3.96K 0.03% 235
2024
Q3 		$418K Buy
9,458
+4,642
+96% +$198K 0.03% 243
2024
Q2 		$203K Buy
+4,816
New +$194K 0.02% 353
2022
Q1 		– Sell
-4,495
Closed -$165K – 1208
2021
Q4 		$165K Buy
+4,495
New +$159K 0.05% 246

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

Confluence Wealth Services's XVV Position: Q2 2026 in Review

Confluence Wealth Services increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 2.2% in Q2 2026, buying an estimated $10.4K and bringing the position to 8,880 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #326.

Confluence Wealth Services first reported a position in XVV in Q4 2021 and has held it in 10 quarters since. 48 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Confluence Wealth Services held 8,880 shares of iShares ESG Screened S&P 500 ETF worth $504K as of Q2 2026.
  • Confluence Wealth Services bought 189 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $10.4K.
  • iShares ESG Screened S&P 500 ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #326 holding.
  • Confluence Wealth Services first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2021 and has held it in 10 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.