Farther Finance Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Farther Finance 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	$17.8K	Buy	+313	New	+$17.3K	﹤0.01%	4061
2026 Q1	–	Sell	-290	Closed	-$15.3K	–	5906
2025 Q4	$15.3K	Hold	290	–	–	﹤0.01%	3619
2025 Q3	$14.9K	Buy	+290	New	+$14.4K	﹤0.01%	3217
2023 Q4	–	Hold	0	–	–	–	3499
2023 Q3	–	Sell	-121	Closed	-$4.1K	–	2602
2023 Q2	$4.09K	Buy	121 +55	+83%	+$1.75K	﹤0.01%	1498
2023 Q1	$2.04K	Sell	66 -1	-1%	-$30	﹤0.01%	1644
2022 Q4	$1.91K	Buy	+67	New	+$1.92K	﹤0.01%	1468

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

BCM

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

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

JFA

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

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Napier Financial Braintree, Massachusetts $480M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Farther Finance Advisors's XVV Position: Q2 2026 in Review

Farther Finance Advisors opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026: 313 shares worth $17.8K. The stake represents ﹤0.01% of the portfolio and ranks #4061 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in XVV as recently as Q4 2025.

Farther Finance Advisors first reported a position in XVV in Q4 2022 and has held it in 6 quarters since. 68 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Farther Finance Advisors held 313 shares of iShares ESG Screened S&P 500 ETF worth $17.8K as of Q2 2026.
iShares ESG Screened S&P 500 ETF was a new Farther Finance Advisors position in Q2 2026.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4061 holding.
Farther Finance Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2022 and has held it in 6 quarters since.
68 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.