Freedom Financial Partners’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	$511K	Buy	10,718 +2,670	+33%	+$127K	0.22%	51
2025 Q1	$344K	Buy	8,048 +2,189	+37%	+$93.7K	0.16%	59
2024 Q4	$265K	Buy	+5,859	New	+$265K	0.13%	65