Farther Finance Advisors’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
Q3
$14.9K Buy
2024
Q1
Hold
2023
Q4
Hold
2023
Q3
Sell
2023
Q2
$4.09K Buy
2023
Q1
$2.04K Sell
2022
Q4
$1.91K Buy