Corient Private Wealth
XVV icon

Corient Private Wealth’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Corient Private Wealth’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 		$325K Buy
6,602
+7
+0.1% +$364 ﹤0.01% 2279
2025
Q4 		$348K Buy
6,595
+8
+0.1% +$418 ﹤0.01% 2469
2025
Q3 		$339K Buy
6,587
+7
+0.1% +$347 ﹤0.01% 2050
2025
Q2 		$314K Buy
+6,580
New +$289K ﹤0.01% 1965

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

Corient Private Wealth's XVV Position: Q1 2026 in Review

Corient Private Wealth increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.11% in Q1 2026, buying an estimated $364 and bringing the position to 6,602 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

Corient Private Wealth first reported a position in XVV in Q2 2025 and has held it in 4 quarters since. The position peaked at $348K in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Corient Private Wealth held 6,602 shares of iShares ESG Screened S&P 500 ETF worth $325K as of Q1 2026.
  • Corient Private Wealth bought 7 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $364.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2279 holding.
  • Corient Private Wealth first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's iShares ESG Screened S&P 500 ETF position peaked at $348K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.