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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
2026
Q2 		$240K Buy
+4,233
New +$234K ﹤0.01% 1470
2025
Q4 		$217K Sell
4,125
-1,526
-27% -$79.7K ﹤0.01% 1421
2025
Q3 		$291K Buy
5,651
+14
+0.2% +$693 0.01% 990
2025
Q2 		$269K Buy
+5,637
New +$247K 0.01% 953
2024
Q4 		$234K Buy
5,168
+16
+0.3% +$727 0.01% 888
2024
Q3 		$228K Buy
+5,152
New +$220K 0.01% 874

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
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
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

Global Retirement Partners's XVV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026: 4,233 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #1470 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XVV as recently as Q4 2025.

Global Retirement Partners first reported a position in XVV in Q3 2024 and has held it in 6 quarters since. The position peaked at $291K in Q3 2025. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Global Retirement Partners held 4,233 shares of iShares ESG Screened S&P 500 ETF worth $240K as of Q2 2026.
  • iShares ESG Screened S&P 500 ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1470 holding.
  • Global Retirement Partners first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2024 and has held it in 6 quarters since.
  • Global Retirement Partners's iShares ESG Screened S&P 500 ETF position peaked at $291K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

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