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

CRA Financial 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	–	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	+$212K	0.04%	235

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BMD

Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

BWP

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

APW

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

CRA Financial Services's XVV Position: Q2 2025 in Review

CRA Financial Services sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q2 2025, closing a stake of 5,278 shares — an estimated $226K sold.

CRA Financial Services first reported a position in XVV in Q2 2024 and held it in 4 quarters. The position peaked at $239K in Q4 2024. 111 funds tracked by Wall St. Rank hold XVV as of Q2 2025.

CRA Financial Services reported no remaining iShares ESG Screened S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
CRA Financial Services sold 5,278 iShares ESG Screened S&P 500 ETF shares in Q2 2025, an estimated $226K.
CRA Financial Services first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2024 and held it in 4 quarters.
CRA Financial Services's iShares ESG Screened S&P 500 ETF position peaked at $239K in Q4 2024.
111 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2025.

Based on CRA Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.