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Horst & Graben Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Horst & Graben Wealth 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 		$215K Hold
3,936
– – 0.03% 193
2025
Q4 		$207K Hold
3,936
– – 0.03% 175
2025
Q3 		$203K Buy
+3,936
New +$195K 0.03% 177

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
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Horst & Graben Wealth Management's XVV Position: Q1 2026 in Review

Horst & Graben Wealth Management held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q1 2026 at 3,936 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #193.

Horst & Graben Wealth Management first reported a position in XVV in Q3 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Horst & Graben Wealth Management held 3,936 shares of iShares ESG Screened S&P 500 ETF worth $215K as of Q1 2026.
  • Horst & Graben Wealth Management left its iShares ESG Screened S&P 500 ETF share count unchanged in Q1 2026.
  • iShares ESG Screened S&P 500 ETF made up 0.03% of Horst & Graben Wealth Management's portfolio in Q1 2026, its #193 holding.
  • Horst & Graben Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.