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

EP 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
Q1 		$2.04M Sell
41,433
-30,214
-42% -$1.57M 0.01% 474
2025
Q4 		$3.78M Buy
+71,647
New +$3.74M 0.02% 328
2025
Q2 		$537K Buy
+11,262
New +$494K ﹤0.01% 758

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 $377B 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

EP Wealth Advisors's XVV Position: Q1 2026 in Review

EP Wealth Advisors reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 42% in Q1 2026, selling an estimated $1.57M and leaving 41,433 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #474.

EP Wealth Advisors first reported a position in XVV in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.78M in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • EP Wealth Advisors held 41,433 shares of iShares ESG Screened S&P 500 ETF worth $2.04M as of Q1 2026.
  • EP Wealth Advisors sold 30,214 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $1.57M.
  • iShares ESG Screened S&P 500 ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #474 holding.
  • EP Wealth Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's iShares ESG Screened S&P 500 ETF position peaked at $3.78M in Q4 2025.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.