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Crane Advisory’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
5,125
-1,129
| -18% | -$54.2K | 0.04% | 44 |
|
|
2025
Q1 | $256K | Buy |
6,254
+70
| +1% | +$2.86K | 0.05% | 39 |
|
|
2024
Q4 | $283K | Sell |
6,184
-191
| -3% | -$8.75K | 0.05% | 37 |
|
|
2024
Q3 | $282K | Sell |
6,375
-53
| -0.8% | -$2.34K | 0.05% | 36 |
|
|
2024
Q2 | $276K | Sell |
6,428
-172
| -3% | -$7.39K | 0.05% | 36 |
|
|
2024
Q1 | $260K | Sell |
6,600
-106
| -2% | -$4.18K | 0.05% | 35 |
|
|
2023
Q4 | $241K | Buy |
+6,706
| New | +$241K | 0.05% | 32 |
|