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 Q2	$2.55M	Buy	44,968 +225	+0.5%	+$12.4K	0.4%	32
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 $1.95B AUM 25.88% 1-Year Est. Return

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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Gould Asset Management's XVV Position: Q2 2026 in Review

Gould Asset Management increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.5% in Q2 2026, buying an estimated $12.4K and bringing the position to 44,968 shares worth $2.55M. The position accounts for 0.4% of the portfolio, ranked #32.

Gould Asset Management first reported a position in XVV in Q4 2022 and has held it in 15 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Gould Asset Management held 44,968 shares of iShares ESG Screened S&P 500 ETF worth $2.55M as of Q2 2026.
Gould Asset Management bought 225 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $12.4K.
iShares ESG Screened S&P 500 ETF made up 0.4% of Gould Asset Management's portfolio in Q2 2026, its #32 holding.
Gould Asset Management first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.