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 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 $1.76B 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 $30.4B AUM 27.51% 1-Year Est. Return

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 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

GW&K Investment Management's XVV Position: Q1 2026 in Review

GW&K Investment Management opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q1 2026: 415 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #779 among its holdings.

143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

GW&K Investment Management held 415 shares of iShares ESG Screened S&P 500 ETF worth $20K as of Q1 2026.
iShares ESG Screened S&P 500 ETF was a new GW&K Investment Management position in Q1 2026.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #779 holding.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.