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 Q3	$18.2K	Hold	313	–	–	﹤0.01%	4212
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

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

EWA

Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Farther Finance Advisors's XVV Position: Q3 2026 in Review

Farther Finance Advisors held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q3 2026 at 313 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4212.

Farther Finance Advisors first reported a position in XVV in Q4 2022 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold XVV as of Q3 2026.

Farther Finance Advisors held 313 shares of iShares ESG Screened S&P 500 ETF worth $18.2K as of Q3 2026.
Farther Finance Advisors left its iShares ESG Screened S&P 500 ETF share count unchanged in Q3 2026.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4212 holding.
Farther Finance Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2022 and has held it in 7 quarters since.
18 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.