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 Q2	$585K	Sell	10,298 -1,699	-14%	-$93.9K	0.19%	60
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 $1.95B AUM 25.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Freedom Financial Partners's XVV Position: Q2 2026 in Review

Freedom Financial Partners reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 14% in Q2 2026, selling an estimated $93.9K and leaving 10,298 shares worth $585K. The position accounts for 0.19% of the portfolio, ranked #60.

Freedom Financial Partners first reported a position in XVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $591K in Q1 2026. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Freedom Financial Partners held 10,298 shares of iShares ESG Screened S&P 500 ETF worth $585K as of Q2 2026.
Freedom Financial Partners sold 1,699 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $93.9K.
iShares ESG Screened S&P 500 ETF made up 0.19% of Freedom Financial Partners's portfolio in Q2 2026, its #60 holding.
Freedom Financial Partners first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Freedom Financial Partners's iShares ESG Screened S&P 500 ETF position peaked at $591K in Q1 2026.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.