FWM
XVV icon

FSA Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

FSA Wealth Management’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
2025
Q3 		$6.44K Hold
125
– – ﹤0.01% 366
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 +$5.33K ﹤0.01% 390

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 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
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return

FSA Wealth Management's XVV Position: Q3 2025 in Review

FSA Wealth Management held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q3 2025 at 125 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

FSA Wealth Management first reported a position in XVV in Q3 2024 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold XVV as of Q3 2025.

  • FSA Wealth Management held 125 shares of iShares ESG Screened S&P 500 ETF worth $6.44K as of Q3 2025.
  • FSA Wealth Management left its iShares ESG Screened S&P 500 ETF share count unchanged in Q3 2025.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #366 holding.
  • FSA Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2024 and has held it in 5 quarters since.
  • 117 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.