CRA Financial Services’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,278	Closed	-$226K	–	285
2025 Q1	$226K	Hold	5,278	–	–	0.04%	244
2024 Q4	$239K	Hold	5,278	–	–	0.04%	226
2024 Q3	$233K	Hold	5,278	–	–	0.04%	232
2024 Q2	$222K	Buy	+5,278	New	+$222K	0.04%	235