FSA Wealth Management’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
$5.96K Hold
125
﹤0.01% 361
2025
Q1
$5.35K Hold
125
﹤0.01% 348
2024
Q4
$5.66K Hold
125
﹤0.01% 374
2024
Q3
$5.53K Buy
+125
New +$5.53K ﹤0.01% 390