HGWM
XVV icon

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
Q2 		$224K Hold
3,936
– – 0.03% 193
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 $1.95B AUM 25.88% 1-Year Est. Return
LPL Financial
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
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

Horst & Graben Wealth Management's XVV Position: Q2 2026 in Review

Horst & Graben Wealth Management held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q2 2026 at 3,936 shares worth $224K. 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 4 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Horst & Graben Wealth Management held 3,936 shares of iShares ESG Screened S&P 500 ETF worth $224K as of Q2 2026.
  • Horst & Graben Wealth Management left its iShares ESG Screened S&P 500 ETF share count unchanged in Q2 2026.
  • iShares ESG Screened S&P 500 ETF made up 0.03% of Horst & Graben Wealth Management's portfolio in Q2 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 4 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.