Cornerstone Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Cornerstone Wealth Management’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
2023 Q3	–	Sell	-6,745	Closed	-$228K	–	552
2023 Q2	$228K	Hold	6,745	–	–	0.02%	462
2023 Q1	$208K	Buy	+6,745	New	+$202K	0.02%	445
2022 Q3	–	Sell	-7,073	Closed	-$201K	–	466
2022 Q2	$201K	Buy	+7,073	New	+$218K	0.02%	426

Other funds holding XVV

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

APW

Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BMD

Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Cornerstone Wealth Management's XVV Position: Q3 2023 in Review

Cornerstone Wealth Management sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q3 2023, closing a stake of 6,745 shares — an estimated $228K sold.

Cornerstone Wealth Management first reported a position in XVV in Q2 2022 and held it in 3 quarters. The position peaked at $228K in Q2 2023. 60 funds tracked by Wall St. Rank hold XVV as of Q3 2023.

Cornerstone Wealth Management reported no remaining iShares ESG Screened S&P 500 ETF position as of Q3 2023 after selling out during the quarter.
Cornerstone Wealth Management sold 6,745 iShares ESG Screened S&P 500 ETF shares in Q3 2023, an estimated $228K.
Cornerstone Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2022 and held it in 3 quarters.
Cornerstone Wealth Management's iShares ESG Screened S&P 500 ETF position peaked at $228K in Q2 2023.
60 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2023.

Based on Cornerstone Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.