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Freedom Financial Partners’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Freedom Financial Partners’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 		$591K Buy
11,997
+1,257
+12% +$65.3K 0.21% 53
2025
Q4 		$566K Buy
10,740
+30
+0.3% +$1.57K 0.21% 53
2025
Q3 		$552K Sell
10,710
-8
-0.1% -$396 0.21% 53
2025
Q2 		$511K Buy
10,718
+2,670
+33% +$117K 0.22% 51
2025
Q1 		$344K Buy
8,048
+2,189
+37% +$99.1K 0.16% 59
2024
Q4 		$265K Buy
+5,859
New +$266K 0.13% 65

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

Freedom Financial Partners's XVV Position: Q1 2026 in Review

Freedom Financial Partners increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 12% in Q1 2026, buying an estimated $65.3K and bringing the position to 11,997 shares worth $591K. The position accounts for 0.21% of the portfolio, ranked #53.

Freedom Financial Partners first reported a position in XVV in Q4 2024 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Freedom Financial Partners held 11,997 shares of iShares ESG Screened S&P 500 ETF worth $591K as of Q1 2026.
  • Freedom Financial Partners bought 1,257 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $65.3K.
  • iShares ESG Screened S&P 500 ETF made up 0.21% of Freedom Financial Partners's portfolio in Q1 2026, its #53 holding.
  • Freedom Financial Partners first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.