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Elwood & Goetz Wealth Advisory Group’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Elwood & Goetz Wealth 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 		$250K Sell
5,085
-453
-8% -$23.5K 0.04% 123
2025
Q4 		$292K Hold
5,538
– – 0.05% 108
2025
Q3 		$285K Sell
5,538
-407
-7% -$20.1K 0.05% 102
2025
Q2 		$284K Buy
5,945
+174
+3% +$7.64K 0.06% 92
2025
Q1 		$247K Sell
5,771
-302
-5% -$13.7K 0.06% 86
2024
Q4 		$275K Buy
6,073
+303
+5% +$13.8K 0.07% 80
2024
Q3 		$255K Hold
5,770
– – 0.06% 83
2024
Q2 		$243K Buy
+5,770
New +$232K 0.07% 69
2023
Q1 		– Sell
-7,875
Closed -$224K – 69
2022
Q4 		$224K Buy
+7,875
New +$226K 0.07% 61

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 $376B 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