Global Retirement 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	$269K	Buy	+5,637	New	+$269K	0.01%	953
2024 Q4	$234K	Buy	5,168 +16	+0.3%	+$725	0.01%	888
2024 Q3	$228K	Buy	+5,152	New	+$228K	0.01%	874