Federation des caisses Desjardins du Quebec’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Federation des caisses Desjardins du Quebec’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	$32K	Hold	650	–	–	﹤0.01%	1979
2025 Q4	$34.2K	Buy	+650	New	+$33.9K	﹤0.01%	1917
2023 Q2	–	Sell	-400	Closed	-$12.4K	–	2385
2023 Q1	$12.4K	Hold	400	–	–	﹤0.01%	1702
2022 Q4	$11.4K	Hold	400	–	–	﹤0.01%	1838
2022 Q3	$10.7K	Buy	+400	New	+$12K	﹤0.01%	1895

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 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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's XVV Position: Q1 2026 in Review

Federation des caisses Desjardins du Quebec held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q1 2026 at 650 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Federation des caisses Desjardins du Quebec first reported a position in XVV in Q3 2022 and has held it in 5 quarters since. The position peaked at $34.2K in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

Federation des caisses Desjardins du Quebec held 650 shares of iShares ESG Screened S&P 500 ETF worth $32K as of Q1 2026.
Federation des caisses Desjardins du Quebec left its iShares ESG Screened S&P 500 ETF share count unchanged in Q1 2026.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Federation des caisses Desjardins du Quebec's portfolio in Q1 2026, its #1979 holding.
Federation des caisses Desjardins du Quebec first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2022 and has held it in 5 quarters since.
Federation des caisses Desjardins du Quebec's iShares ESG Screened S&P 500 ETF position peaked at $34.2K in Q4 2025.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q1 2026, filed 14 May 2026.