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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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 $1.76B AUM 19.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cresset Asset Management's XVV Position: Q1 2026 in Review

Cresset Asset Management increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 48% in Q1 2026, buying an estimated $317K and bringing the position to 18,843 shares worth $927K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Cresset Asset Management first reported a position in XVV in Q3 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Cresset Asset Management held 18,843 shares of iShares ESG Screened S&P 500 ETF worth $927K as of Q1 2026.
  • Cresset Asset Management bought 6,099 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $317K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #810 holding.
  • Cresset Asset Management first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.