GRP
XVV icon

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
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 $1.76B AUM 19.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 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
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 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

Global Retirement Partners's XVV Position: Q4 2025 in Review

Global Retirement Partners reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 27% in Q4 2025, selling an estimated $79.7K and leaving 4,125 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Global Retirement Partners first reported a position in XVV in Q3 2024 and has held it in 5 quarters since. The position peaked at $291K in Q3 2025. 128 funds tracked by Wall St. Rank hold XVV as of Q4 2025.

  • Global Retirement Partners held 4,125 shares of iShares ESG Screened S&P 500 ETF worth $217K as of Q4 2025.
  • Global Retirement Partners sold 1,526 iShares ESG Screened S&P 500 ETF shares in Q4 2025, an estimated $79.7K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1421 holding.
  • Global Retirement Partners first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2024 and has held it in 5 quarters since.
  • Global Retirement Partners's iShares ESG Screened S&P 500 ETF position peaked at $291K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.