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
2026 Q2	$1.08M	Buy	19,074 +231	+1%	+$12.8K	﹤0.01%	879
2026 Q1	$927K	Buy	18,843 +6,099	+48%	+$317K	﹤0.01%	810
2025 Q4	$672K	Buy	12,744 +265	+2%	+$13.8K	﹤0.01%	950
2025 Q3	$643K	Buy	12,479 +100	+0.8%	+$4.95K	﹤0.01%	918
2025 Q2	$590K	Buy	12,379 +384	+3%	+$16.9K	﹤0.01%	864
2025 Q1	$513K	Hold	11,995	–	–	﹤0.01%	1058
2024 Q4	$543K	Buy	11,995 +6,427	+115%	+$292K	﹤0.01%	1050
2024 Q3	$246K	Buy	+5,568	New	+$237K	﹤0.01%	1896

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Cresset Asset Management's XVV Position: Q2 2026 in Review

Cresset Asset Management increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 1.2% in Q2 2026, buying an estimated $12.8K and bringing the position to 19,074 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Cresset Asset Management first reported a position in XVV in Q3 2024 and has held it in 8 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Cresset Asset Management held 19,074 shares of iShares ESG Screened S&P 500 ETF worth $1.08M as of Q2 2026.
Cresset Asset Management bought 231 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $12.8K.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #879 holding.
Cresset Asset Management first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.