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Cresset Asset Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Cresset Asset Management’s Portfolio XVV Stock Details XVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$590K Buy
12,379
+384
+3% +$18.3K ﹤0.01% 984
2025
Q1 		$513K Hold
11,995
– – ﹤0.01% 1045
2024
Q4 		$543K Buy
11,995
+6,427
+115% +$291K ﹤0.01% 1033
2024
Q3 		$246K Buy
+5,568
New +$246K ﹤0.01% 1863