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
2026 Q2	$890K	Buy	+15,668	New	+$866K	0.34%	66
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

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

Heritage Family Offices's XVV Position: Q2 2026 in Review

Heritage Family Offices opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026: 15,668 shares worth $890K. The stake represents 0.34% of the portfolio and ranks #66 among its holdings. This is a return to the name: Heritage Family Offices previously reported a position in XVV as recently as Q2 2025.

Heritage Family Offices first reported a position in XVV in Q2 2024 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Heritage Family Offices held 15,668 shares of iShares ESG Screened S&P 500 ETF worth $890K as of Q2 2026.
iShares ESG Screened S&P 500 ETF was a new Heritage Family Offices position in Q2 2026.
iShares ESG Screened S&P 500 ETF made up 0.34% of Heritage Family Offices's portfolio in Q2 2026, its #66 holding.
Heritage Family Offices first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2024 and has held it in 6 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.