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Focused Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Focused Wealth Management’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
2024
Q4 		– Sell
-481
Closed -$504K – 265
2024
Q3 		$504K Buy
+481
New +$20.5K 0.07% 107
2024
Q1 		– Sell
-334
Closed -$12.2K – 1002
2023
Q4 		$12.2K Buy
334
+171
+105% +$5.81K ﹤0.01% 514
2023
Q3 		$5.29K Hold
163
– – ﹤0.01% 636
2023
Q2 		$5.51K Buy
+163
New +$5.17K ﹤0.01% 653

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 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
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Focused Wealth Management's XVV Position: Q4 2024 in Review

Focused Wealth Management sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q4 2024, closing a stake of 481 shares — an estimated $504K sold.

Focused Wealth Management first reported a position in XVV in Q2 2023 and held it in 4 quarters. The position peaked at $504K in Q3 2024. 109 funds tracked by Wall St. Rank hold XVV as of Q4 2024.

  • Focused Wealth Management reported no remaining iShares ESG Screened S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Focused Wealth Management sold 481 iShares ESG Screened S&P 500 ETF shares in Q4 2024, an estimated $504K.
  • Focused Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2023 and held it in 4 quarters.
  • Focused Wealth Management's iShares ESG Screened S&P 500 ETF position peaked at $504K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q4 2024.

Based on Focused Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.