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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.14M Buy
23,115
+110
+0.5% +$5.71K ﹤0.01% 1557
2025
Q4 		$1.21M Buy
23,005
+3,931
+21% +$205K ﹤0.01% 1548
2025
Q3 		$983K Sell
19,074
-15,192
-44% -$752K ﹤0.01% 1295
2025
Q2 		$1.63M Hold
34,266
– – ﹤0.01% 964
2025
Q1 		$1.47M Buy
34,266
+19,813
+137% +$897K ﹤0.01% 940
2024
Q4 		$655K Hold
14,453
– – ﹤0.01% 1212
2024
Q3 		$639K Buy
+14,453
New +$616K ﹤0.01% 1074

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
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Focus Partners Wealth's XVV Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.48% in Q1 2026, buying an estimated $5.71K and bringing the position to 23,115 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Focus Partners Wealth first reported a position in XVV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q2 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Focus Partners Wealth held 23,115 shares of iShares ESG Screened S&P 500 ETF worth $1.14M as of Q1 2026.
  • Focus Partners Wealth bought 110 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $5.71K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1557 holding.
  • Focus Partners Wealth first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's iShares ESG Screened S&P 500 ETF position peaked at $1.63M in Q2 2025.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.