Heritage Family Offices’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Heritage Family Offices’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
2025 Q3	–	Sell	-8,335	Closed	-$355K	–	208
2025 Q2	$355K	Hold	8,335	–	–	0.18%	112
2025 Q1	$357K	Hold	8,335	–	–	0.18%	111
2024 Q4	$378K	Hold	8,335	–	–	0.19%	107
2024 Q3	$369K	Sell	8,335 -374	-4%	-$15.9K	0.19%	107
2024 Q2	$366K	Buy	+8,709	New	+$350K	0.2%	100

Other funds holding XVV

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JFA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 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

APW

Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return

Heritage Family Offices's XVV Position: Q3 2025 in Review

Heritage Family Offices sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q3 2025, closing a stake of 8,335 shares — an estimated $355K sold.

Heritage Family Offices first reported a position in XVV in Q2 2024 and held it in 5 quarters. The position peaked at $378K in Q4 2024. 117 funds tracked by Wall St. Rank hold XVV as of Q3 2025.

Heritage Family Offices reported no remaining iShares ESG Screened S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
Heritage Family Offices sold 8,335 iShares ESG Screened S&P 500 ETF shares in Q3 2025, an estimated $355K.
Heritage Family Offices first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2024 and held it in 5 quarters.
Heritage Family Offices's iShares ESG Screened S&P 500 ETF position peaked at $378K in Q4 2024.
117 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2025.

Based on Heritage Family Offices's 13F filing for Q3 2025, filed 7 Oct 2025.