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Embree Financial Group’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Embree Financial Group’s Portfolio XVV Stock Details XVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,000
Closed -$226K – 210
2024
Q4 		$226K Hold
5,000
– – 0.04% 182
2024
Q3 		$221K Buy
+5,000
New +$221K 0.04% 176