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 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

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 $3.72B AUM 31.98% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 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

Financial Council's XVV Position: Q1 2026 in Review

Financial Council increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.9% in Q1 2026, buying an estimated $13.2K and bringing the position to 28,388 shares worth $1.4M. The position accounts for 0.54% of the portfolio, ranked #30.

Financial Council first reported a position in XVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.52M in Q3 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

Financial Council held 28,388 shares of iShares ESG Screened S&P 500 ETF worth $1.4M as of Q1 2026.
Financial Council bought 254 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $13.2K.
iShares ESG Screened S&P 500 ETF made up 0.54% of Financial Council's portfolio in Q1 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 10 quarters since.
Financial Council's iShares ESG Screened S&P 500 ETF position peaked at $1.52M in Q3 2025.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.