GKIM
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GW&K Investment Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

GW&K Investment 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 		– Sell
-415
Closed -$20K – 1131
2026
Q1 		$20K Buy
+415
New +$21.6K ﹤0.01% 779

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
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
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

GW&K Investment Management's XVV Position: Q2 2026 in Review

GW&K Investment Management sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026, closing a stake of 415 shares — an estimated $20K sold.

GW&K Investment Management first reported a position in XVV in Q1 2026 and held it in 1 quarter. The position peaked at $20K in Q1 2026. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • GW&K Investment Management reported no remaining iShares ESG Screened S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • GW&K Investment Management sold 415 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $20K.
  • GW&K Investment Management first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2026 and held it in 1 quarter.
  • GW&K Investment Management's iShares ESG Screened S&P 500 ETF position peaked at $20K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.