CA
XVV icon

Crane Advisory’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Crane Advisory’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
Q2 		$331K Sell
5,763
-481
-8% -$26.6K 0.05% 42
2026
Q1 		$334K Buy
6,244
+1,578
+34% +$81.9K 0.05% 40
2025
Q4 		$250K Sell
4,666
-268
-5% -$14K 0.04% 49
2025
Q3 		$256K Sell
4,934
-191
-4% -$9.46K 0.04% 45
2025
Q2 		$246K Sell
5,125
-1,129
-18% -$49.6K 0.04% 44
2025
Q1 		$256K Buy
6,254
+70
+1% +$3.17K 0.05% 39
2024
Q4 		$283K Sell
6,184
-191
-3% -$8.68K 0.05% 37
2024
Q3 		$282K Sell
6,375
-53
-0.8% -$2.26K 0.05% 36
2024
Q2 		$276K Sell
6,428
-172
-3% -$6.92K 0.05% 36
2024
Q1 		$260K Sell
6,600
-106
-2% -$4.06K 0.05% 35
2023
Q4 		$241K Buy
+6,706
New +$228K 0.05% 32

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Crane Advisory's XVV Position: Q2 2026 in Review

Crane Advisory reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 7.7% in Q2 2026, selling an estimated $26.6K and leaving 5,763 shares worth $331K. The position accounts for 0.05% of the portfolio, ranked #42.

Crane Advisory first reported a position in XVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $334K in Q1 2026. 38 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Crane Advisory held 5,763 shares of iShares ESG Screened S&P 500 ETF worth $331K as of Q2 2026.
  • Crane Advisory sold 481 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $26.6K.
  • iShares ESG Screened S&P 500 ETF made up 0.05% of Crane Advisory's portfolio in Q2 2026, its #42 holding.
  • Crane Advisory first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Crane Advisory's iShares ESG Screened S&P 500 ETF position peaked at $334K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Crane Advisory's 13F filing for Q2 2026, filed 20 Jul 2026.