EWA
XVV icon

Emergent Wealth Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Emergent Wealth Advisors’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 		$660K Hold
11,627
– – 0.34% 54
2026
Q1 		$572K Hold
11,627
– – 0.34% 52
2025
Q4 		$613K Hold
11,627
– – 0.34% 62
2025
Q3 		$599K Hold
11,627
– – 0.35% 58
2025
Q2 		$554K Hold
11,627
– – 0.35% 57
2025
Q1 		$497K Sell
11,627
-680
-6% -$30.8K 0.36% 53
2024
Q4 		$557K Hold
12,307
– – 0.4% 47
2024
Q3 		$544K Hold
12,307
– – 0.4% 49
2024
Q2 		$518K Buy
12,307
+448
+4% +$18K 0.42% 48
2024
Q1 		$478K Buy
11,859
+3,107
+36% +$119K 0.41% 45
2023
Q4 		$318K Buy
+8,752
New +$297K 0.3% 70

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Emergent Wealth Advisors's XVV Position: Q2 2026 in Review

Emergent Wealth Advisors held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q2 2026 at 11,627 shares worth $660K. The position accounts for 0.34% of the portfolio, ranked #54.

Emergent Wealth Advisors first reported a position in XVV in Q4 2023 and has held it in 11 quarters since. 28 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Emergent Wealth Advisors held 11,627 shares of iShares ESG Screened S&P 500 ETF worth $660K as of Q2 2026.
  • Emergent Wealth Advisors left its iShares ESG Screened S&P 500 ETF share count unchanged in Q2 2026.
  • iShares ESG Screened S&P 500 ETF made up 0.34% of Emergent Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Emergent Wealth Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.