Financial Council’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Financial Council’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	$1.64M	Buy	28,134 +20	+0.1%	+$1.16K	0.52%	30
2026 Q2	$1.6M	Sell	28,114 -274	-1%	-$15.1K	0.52%	30
2026 Q1	$1.4M	Buy	28,388 +254	+0.9%	+$13.2K	0.54%	30
2025 Q4	$1.48M	Sell	28,134 -1,392	-5%	-$72.7K	0.59%	30
2025 Q3	$1.52M	Sell	29,526 -286	-1%	-$14.2K	0.68%	29
2025 Q2	$1.42M	Sell	29,812 -119	-0.4%	-$5.22K	0.69%	28
2025 Q1	$1.28M	Buy	29,931 +2,790	+10%	+$126K	0.69%	28
2024 Q4	$1.23M	Sell	27,141 -5,154	-16%	-$234K	0.63%	29
2024 Q3	$1.43M	Sell	32,295 -387	-1%	-$16.5K	0.74%	24
2024 Q2	$1.37M	Sell	32,682 -707	-2%	-$28.4K	0.77%	24
2024 Q1	$1.35M	Sell	33,389 -828	-2%	-$31.7K	0.8%	24
2023 Q4	$1.25M	Buy	+34,217	New	+$1.16M	0.84%	22

Other funds holding XVV

University of Cambridge Investment Management Cambridge $96.4M AUM 13.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Atlantic Private Wealth Chapel Hill, North Carolina $169M AUM 13.26% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Financial Council's XVV Position: Q3 2026 in Review

Financial Council increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.07% in Q3 2026, buying an estimated $1.16K and bringing the position to 28,134 shares worth $1.64M. The position accounts for 0.52% of the portfolio, ranked #30.

Financial Council first reported a position in XVV in Q4 2023 and has held it in 12 quarters since. 100 funds tracked by Wall St. Rank hold XVV as of Q3 2026.

Financial Council held 28,134 shares of iShares ESG Screened S&P 500 ETF worth $1.64M as of Q3 2026.
Financial Council bought 20 iShares ESG Screened S&P 500 ETF shares in Q3 2026, an estimated $1.16K.
iShares ESG Screened S&P 500 ETF made up 0.52% of Financial Council's portfolio in Q3 2026, its #30 holding.
Financial Council first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
100 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.