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

Destination 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
Q2 		$219K Buy
+3,848
New +$213K 0.01% 313
2026
Q1 		– Sell
-3,830
Closed -$202K – 362
2025
Q4 		$202K Buy
+3,830
New +$200K 0.01% 282

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
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
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

Destination Wealth Management's XVV Position: Q2 2026 in Review

Destination Wealth Management opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026: 3,848 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #313 among its holdings. This is a return to the name: Destination Wealth Management previously reported a position in XVV as recently as Q4 2025.

Destination Wealth Management first reported a position in XVV in Q4 2025 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Destination Wealth Management held 3,848 shares of iShares ESG Screened S&P 500 ETF worth $219K as of Q2 2026.
  • iShares ESG Screened S&P 500 ETF was a new Destination Wealth Management position in Q2 2026.
  • iShares ESG Screened S&P 500 ETF made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #313 holding.
  • Destination Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.