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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$590K	Buy
2025 Q1	$513K	Hold
2024 Q4	$543K	Buy
2024 Q3	$246K	Buy