Curtis Advisory Group’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Curtis Advisory Group’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	$385K	Sell	6,773 -1,392	-17%	-$76.9K	0.07%	99
2026 Q1	$402K	Sell	8,165 -4,268	-34%	-$222K	0.09%	98
2025 Q4	$655K	Buy	12,433 +6,107	+97%	+$319K	0.14%	76
2025 Q3	$326K	Buy	+6,326	New	+$313K	0.07%	92

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

Curtis Advisory Group's XVV Position: Q2 2026 in Review

Curtis Advisory Group reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 17% in Q2 2026, selling an estimated $76.9K and leaving 6,773 shares worth $385K. The position accounts for 0.07% of the portfolio, ranked #99.

Curtis Advisory Group first reported a position in XVV in Q3 2025 and has held it in 4 quarters since. The position peaked at $655K in Q4 2025. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Curtis Advisory Group held 6,773 shares of iShares ESG Screened S&P 500 ETF worth $385K as of Q2 2026.
Curtis Advisory Group sold 1,392 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $76.9K.
iShares ESG Screened S&P 500 ETF made up 0.07% of Curtis Advisory Group's portfolio in Q2 2026, its #99 holding.
Curtis Advisory Group first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
Curtis Advisory Group's iShares ESG Screened S&P 500 ETF position peaked at $655K in Q4 2025.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.