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
2025 Q2	$475K	Buy
2025 Q1	$407K	Buy
2024 Q4	$442K	Sell
2024 Q3	$418K	Buy
2024 Q2	$203K	Buy
2022 Q1	–	Sell
2021 Q4	$165K	Buy