Dakota Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Dakota Wealth 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 Q3	$325K	Buy
2025 Q2	$300K	Buy
2025 Q1	$268K	Buy
2024 Q4	$283K	Buy
2024 Q3	$262K	Buy
2024 Q2	$248K	Buy
2024 Q1	$227K	Buy