Focus Partners Wealth
XVV icon

Focus Partners Wealth’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Focus Partners Wealth’s Portfolio XVV Stock Details XVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.63M Hold
34,266
– – ﹤0.01% 958
2025
Q1 		$1.47M Buy
34,266
+19,813
+137% +$848K ﹤0.01% 933
2024
Q4 		$655K Hold
14,453
– – ﹤0.01% 1201
2024
Q3 		$639K Buy
+14,453
New +$639K ﹤0.01% 1062