Envestnet Asset Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $954K | Buy |
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|
2024
Q1 | $831K | Sell |
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|
2023
Q4 | $2.64M | Buy |
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|
2023
Q3 | $2.33M | Buy |
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|
2023
Q2 | $2.39M | Buy |
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|
2023
Q1 | $2.16M | Sell |
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|
2022
Q4 | $2.33M | Buy |
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|
2022
Q3 | $2.07M | Sell |
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|
2022
Q2 | $2.6M | Buy |
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|
2022
Q1 | $2.84M | Buy |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $958K | Buy |
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