Gould Asset Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Gould Asset Management’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 Q1	$2.2M	Buy	44,743 +2,760	+7%	+$143K	0.38%	35
2025 Q4	$2.21M	Buy	41,983 +940	+2%	+$49.1K	0.39%	35
2025 Q3	$2.11M	Buy	41,043 +1,388	+4%	+$68.7K	0.39%	35
2025 Q2	$1.89M	Buy	39,655 +680	+2%	+$29.9K	0.37%	37
2025 Q1	$1.67M	Sell	38,975 -70	-0.2%	-$3.17K	0.34%	39
2024 Q4	$1.77M	Buy	39,045 +1,535	+4%	+$69.8K	0.37%	38
2024 Q3	$1.66M	Hold	37,510	–	–	0.36%	39
2024 Q2	$1.58M	Hold	37,510	–	–	0.36%	40
2024 Q1	$1.51M	Buy	37,510 +7,850	+26%	+$301K	0.37%	37
2023 Q4	$1.08M	Buy	29,660 +7,695	+35%	+$262K	0.28%	41
2023 Q3	$712K	Sell	21,965 -2,090	-9%	-$70.8K	0.2%	57
2023 Q2	$813K	Buy	24,055 +2,155	+10%	+$68.4K	0.23%	52
2023 Q1	$677K	Hold	21,900	–	–	0.19%	59
2022 Q4	$623K	Buy	+21,900	New	+$627K	0.19%	67

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 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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gould Asset Management's XVV Position: Q1 2026 in Review

Gould Asset Management increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 6.6% in Q1 2026, buying an estimated $143K and bringing the position to 44,743 shares worth $2.2M. The position accounts for 0.38% of the portfolio, ranked #35.

Gould Asset Management first reported a position in XVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.21M in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

Gould Asset Management held 44,743 shares of iShares ESG Screened S&P 500 ETF worth $2.2M as of Q1 2026.
Gould Asset Management bought 2,760 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $143K.
iShares ESG Screened S&P 500 ETF made up 0.38% of Gould Asset Management's portfolio in Q1 2026, its #35 holding.
Gould Asset Management first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Gould Asset Management's iShares ESG Screened S&P 500 ETF position peaked at $2.21M in Q4 2025.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.