Franklin Resources’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 | $3.62M | Hold |
75,998
| – | – | ﹤0.01% | 1478 |
|
|
2025
Q1 | $3.25M | Sell |
75,998
-1,885
| -2% | -$80.6K | ﹤0.01% | 1510 |
|
|
2024
Q4 | $3.53M | Hold |
77,883
| – | – | ﹤0.01% | 1501 |
|
|
2024
Q3 | $3.51M | Hold |
77,883
| – | – | ﹤0.01% | 1505 |
|
|
2024
Q2 | $3.28M | Buy |
77,883
+11,665
| +18% | +$491K | ﹤0.01% | 1503 |
|
|
2024
Q1 | $2.67M | Hold |
66,218
| – | – | ﹤0.01% | 1612 |
|
|
2023
Q4 | $2.41M | Buy |
+66,218
| New | +$2.41M | ﹤0.01% | 1340 |
|