Goldman Sachs
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Goldman Sachs’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Goldman Sachs’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
2023
Q1 		– Sell
-3,461,151
Closed -$98.4M – 6275
2022
Q4 		$98.4M Hold
3,461,151
– – 0.02% 731
2022
Q3 		$92.9M Hold
3,461,151
– – 0.02% 721
2022
Q2 		$98.3M Buy
3,461,151
+459,046
+15% +$14.2M 0.02% 689
2022
Q1 		$103M Buy
+3,002,105
New +$102M 0.02% 746

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return

Goldman Sachs's XVV Position: Q1 2023 in Review

Goldman Sachs sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q1 2023, closing a stake of 3,461,151 shares — an estimated $98.4M sold.

Goldman Sachs first reported a position in XVV in Q1 2022 and held it in 4 quarters. The position peaked at $103M in Q1 2022. 53 funds tracked by Wall St. Rank hold XVV as of Q1 2023.

  • Goldman Sachs reported no remaining iShares ESG Screened S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
  • Goldman Sachs sold 3,461,151 iShares ESG Screened S&P 500 ETF shares in Q1 2023, an estimated $98.4M.
  • Goldman Sachs first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2022 and held it in 4 quarters.
  • Goldman Sachs's iShares ESG Screened S&P 500 ETF position peaked at $103M in Q1 2022.
  • 53 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2023.

Based on Goldman Sachs's 13F filing for Q1 2023, filed 11 May 2023.