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

HighTower 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 Q1	$2.28M	Buy	46,315 +4,978	+12%	+$259K	﹤0.01%	1635
2025 Q4	$2.18M	Buy	41,337 +795	+2%	+$41.5K	﹤0.01%	1621
2025 Q3	$2.09M	Sell	40,542 -232	-0.6%	-$11.5K	﹤0.01%	1609
2025 Q2	$1.94M	Buy	40,774 +2,028	+5%	+$89K	﹤0.01%	1583
2025 Q1	$1.66M	Buy	38,746 +406	+1%	+$18.4K	﹤0.01%	1628
2024 Q4	$1.74M	Buy	38,340 +1,038	+3%	+$47.2K	﹤0.01%	1608
2024 Q3	$1.65M	Buy	37,302 +2,936	+9%	+$125K	﹤0.01%	1625
2024 Q2	$1.44M	Buy	34,366 +27,743	+419%	+$1.12M	﹤0.01%	1634
2024 Q1	$267K	Buy	+6,623	New	+$254K	﹤0.01%	2767
2022 Q2	–	Sell	-85,276	Closed	-$2.93M	–	3588
2022 Q1	$2.93M	Sell	85,276 -9,011	-10%	-$307K	0.01%	1157
2021 Q4	$3.46M	Buy	94,287 +80,989	+609%	+$2.87M	0.01%	1082
2021 Q3	$440K	Buy	+13,298	New	+$452K	﹤0.01%	2141

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 $27.4B AUM 24.17% 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

HighTower Advisors's XVV Position: Q1 2026 in Review

HighTower Advisors increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 12% in Q1 2026, buying an estimated $259K and bringing the position to 46,315 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

HighTower Advisors first reported a position in XVV in Q3 2021 and has held it in 12 quarters since. The position peaked at $3.46M in Q4 2021. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

HighTower Advisors held 46,315 shares of iShares ESG Screened S&P 500 ETF worth $2.28M as of Q1 2026.
HighTower Advisors bought 4,978 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $259K.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1635 holding.
HighTower Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2021 and has held it in 12 quarters since.
HighTower Advisors's iShares ESG Screened S&P 500 ETF position peaked at $3.46M in Q4 2021.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.