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
2026 Q1	$312K	Buy	6,336 +16	+0.3%	+$831	0.01%	645
2025 Q4	$333K	Buy	6,320 +18	+0.3%	+$940	0.01%	629
2025 Q3	$325K	Buy	6,302 +16	+0.3%	+$792	0.01%	545
2025 Q2	$300K	Buy	6,286 +14	+0.2%	+$615	0.01%	618
2025 Q1	$268K	Buy	6,272 +16	+0.3%	+$725	0.01%	648
2024 Q4	$283K	Buy	6,256 +338	+6%	+$15.4K	0.01%	621
2024 Q3	$262K	Buy	5,918 +19	+0.3%	+$810	0.01%	623
2024 Q2	$248K	Buy	5,899 +268	+5%	+$10.8K	0.01%	623
2024 Q1	$227K	Buy	+5,631	New	+$216K	0.01%	640

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 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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dakota Wealth Management's XVV Position: Q1 2026 in Review

Dakota Wealth Management increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.25% in Q1 2026, buying an estimated $831 and bringing the position to 6,336 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #645.

Dakota Wealth Management first reported a position in XVV in Q1 2024 and has held it in 9 quarters since. The position peaked at $333K in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

Dakota Wealth Management held 6,336 shares of iShares ESG Screened S&P 500 ETF worth $312K as of Q1 2026.
Dakota Wealth Management bought 16 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $831.
iShares ESG Screened S&P 500 ETF made up 0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #645 holding.
Dakota Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Dakota Wealth Management's iShares ESG Screened S&P 500 ETF position peaked at $333K in Q4 2025.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.