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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
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 $1.76B 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

Curtis Advisory Group's XVV Position: Q1 2026 in Review

Curtis Advisory Group reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 34% in Q1 2026, selling an estimated $222K and leaving 8,165 shares worth $402K. The position accounts for 0.09% of the portfolio, ranked #98.

Curtis Advisory Group first reported a position in XVV in Q3 2025 and has held it in 3 quarters since. The position peaked at $655K in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Curtis Advisory Group held 8,165 shares of iShares ESG Screened S&P 500 ETF worth $402K as of Q1 2026.
  • Curtis Advisory Group sold 4,268 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $222K.
  • iShares ESG Screened S&P 500 ETF made up 0.09% of Curtis Advisory Group's portfolio in Q1 2026, its #98 holding.
  • Curtis Advisory Group first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • Curtis Advisory Group's iShares ESG Screened S&P 500 ETF position peaked at $655K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.