Envestnet Asset Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Envestnet Asset 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 Q2	$1.67M	Buy	29,470 +1,409	+5%	+$77.9K	﹤0.01%	3287
2026 Q1	$1.38M	Buy	28,061 +2,665	+10%	+$138K	﹤0.01%	3273
2025 Q4	$1.34M	Sell	25,396 -1,047	-4%	-$54.7K	﹤0.01%	3109
2025 Q3	$1.36M	Sell	26,443 -486	-2%	-$24.1K	﹤0.01%	3152
2025 Q2	$1.28M	Buy	26,929 +170	+0.6%	+$7.46K	﹤0.01%	3118
2025 Q1	$1.14M	Sell	26,759 -397	-1%	-$18K	﹤0.01%	3122
2024 Q4	$1.23M	Buy	27,156 +2,457	+10%	+$112K	﹤0.01%	3021
2024 Q3	$1.09M	Buy	24,699 +2,019	+9%	+$86.1K	﹤0.01%	3082
2024 Q2	$954K	Buy	22,680 +2,052	+10%	+$82.6K	﹤0.01%	3075
2024 Q1	$831K	Sell	20,628 -51,952	-72%	-$1.99M	﹤0.01%	3150
2023 Q4	$2.64M	Buy	72,580 +650	+0.9%	+$22.1K	﹤0.01%	2295
2023 Q3	$2.33M	Buy	71,930 +1,259	+2%	+$42.6K	﹤0.01%	2289
2023 Q2	$2.39M	Buy	70,671 +600	+0.9%	+$19K	﹤0.01%	2170
2023 Q1	$2.16M	Sell	70,071 -12,041	-15%	-$360K	﹤0.01%	2152
2022 Q4	$2.33M	Buy	82,112 +4,809	+6%	+$138K	﹤0.01%	2053
2022 Q3	$2.07M	Sell	77,303 -14,121	-15%	-$423K	﹤0.01%	2074
2022 Q2	$2.6M	Buy	91,424 +8,857	+11%	+$273K	﹤0.01%	1933
2022 Q1	$2.84M	Buy	82,567 +51,757	+168%	+$1.76M	﹤0.01%	1992
2021 Q4	$1.13M	Buy	30,810 +1,866	+6%	+$66.1K	﹤0.01%	2552
2021 Q3	$958K	Buy	+28,944	New	+$984K	﹤0.01%	2574

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Envestnet Asset Management's XVV Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 5% in Q2 2026, buying an estimated $77.9K and bringing the position to 29,470 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #3287.

Envestnet Asset Management first reported a position in XVV in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.84M in Q1 2022. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Envestnet Asset Management held 29,470 shares of iShares ESG Screened S&P 500 ETF worth $1.67M as of Q2 2026.
Envestnet Asset Management bought 1,409 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $77.9K.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3287 holding.
Envestnet Asset Management first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
Envestnet Asset Management's iShares ESG Screened S&P 500 ETF position peaked at $2.84M in Q1 2022.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.