Global Retirement Partners’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Global Retirement 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
2025 Q3	$291K	Buy
2025 Q2	$269K	Buy
2024 Q4	$234K	Buy
2024 Q3	$228K	Buy