HFA
XVV icon

Highland Financial Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Highland Financial Advisors’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 		$811K Sell
14,285
-2,582
-15% -$143K 0.18% 38
2026
Q1 		$830K Buy
16,867
+3,608
+27% +$187K 0.22% 38
2025
Q4 		$699K Buy
13,259
+725
+6% +$37.9K 0.19% 34
2025
Q3 		$646K Buy
12,534
+610
+5% +$30.2K 0.19% 34
2025
Q2 		$569K Buy
11,924
+2,229
+23% +$97.9K 0.18% 35
2025
Q1 		$415K Sell
9,695
-1,510
-13% -$68.4K 0.15% 38
2024
Q4 		$508K Buy
11,205
+1,046
+10% +$47.6K 0.18% 35
2024
Q3 		$449K Sell
10,159
-506
-5% -$21.6K 0.16% 34
2024
Q2 		$448K Buy
10,665
+197
+2% +$7.93K 0.17% 36
2024
Q1 		$422K Sell
10,468
-1,415
-12% -$54.2K 0.17% 36
2023
Q4 		$432K Buy
11,883
+532
+5% +$18.1K 0.19% 35
2023
Q3 		$368K Sell
11,351
-40
-0.4% -$1.35K 0.19% 35
2023
Q2 		$385K Sell
11,391
-349
-3% -$11.1K 0.2% 37
2023
Q1 		$363K Sell
11,740
-17
-0.1% -$509 0.2% 39
2022
Q4 		$334K Buy
11,757
+2,950
+33% +$84.5K 0.2% 38
2022
Q3 		$236K Buy
8,807
+1,487
+20% +$44.6K 0.16% 53
2022
Q2 		$208K Buy
+7,320
New +$226K 0.14% 48

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Highland Financial Advisors's XVV Position: Q2 2026 in Review

Highland Financial Advisors reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 15% in Q2 2026, selling an estimated $143K and leaving 14,285 shares worth $811K. The position accounts for 0.18% of the portfolio, ranked #38.

Highland Financial Advisors first reported a position in XVV in Q2 2022 and has held it in 17 quarters since. The position peaked at $830K in Q1 2026. 28 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Highland Financial Advisors held 14,285 shares of iShares ESG Screened S&P 500 ETF worth $811K as of Q2 2026.
  • Highland Financial Advisors sold 2,582 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $143K.
  • iShares ESG Screened S&P 500 ETF made up 0.18% of Highland Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Highland Financial Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
  • Highland Financial Advisors's iShares ESG Screened S&P 500 ETF position peaked at $830K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.