Financial Council’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
29,812
-119
| -0.4% | -$5.68K | 0.69% | 28 |
|
|
2025
Q1 | $1.28M | Buy |
29,931
+2,790
| +10% | +$119K | 0.69% | 28 |
|
|
2024
Q4 | $1.23M | Sell |
27,141
-5,154
| -16% | -$233K | 0.63% | 29 |
|
|
2024
Q3 | $1.43M | Sell |
32,295
-387
| -1% | -$17.1K | 0.74% | 24 |
|
|
2024
Q2 | $1.37M | Sell |
32,682
-707
| -2% | -$29.7K | 0.77% | 24 |
|
|
2024
Q1 | $1.35M | Sell |
33,389
-828
| -2% | -$33.4K | 0.8% | 24 |
|
|
2023
Q4 | $1.25M | Buy |
+34,217
| New | +$1.25M | 0.84% | 22 |
|