CCA
XVV icon

Cora Capital Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Cora Capital 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 		$257K Buy
5,225
+400
+8% +$20.8K 0.09% 108
2025
Q4 		$254K Buy
+4,825
New +$252K 0.1% 101

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 $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
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

Cora Capital Advisors's XVV Position: Q1 2026 in Review

Cora Capital Advisors increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 8.3% in Q1 2026, buying an estimated $20.8K and bringing the position to 5,225 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #108.

Cora Capital Advisors first reported a position in XVV in Q4 2025 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Cora Capital Advisors held 5,225 shares of iShares ESG Screened S&P 500 ETF worth $257K as of Q1 2026.
  • Cora Capital Advisors bought 400 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $20.8K.
  • iShares ESG Screened S&P 500 ETF made up 0.09% of Cora Capital Advisors's portfolio in Q1 2026, its #108 holding.
  • Cora Capital Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.