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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
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 $1.76B 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

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

Destination Wealth Management sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q1 2026, closing a stake of 3,830 shares — an estimated $202K sold.

Destination Wealth Management first reported a position in XVV in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Destination Wealth Management reported no remaining iShares ESG Screened S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Destination Wealth Management sold 3,830 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $202K.
  • Destination Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2025 and held it in 1 quarter.
  • Destination Wealth Management's iShares ESG Screened S&P 500 ETF position peaked at $202K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.