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

HRT Financial’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
2021
Q2 		– Sell
-13,674
Closed -$415K – 3639
2021
Q1 		$415K Buy
+13,674
New +$403K ﹤0.01% 1927

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HRT Financial's XVV Position: Q2 2021 in Review

HRT Financial sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q2 2021, closing a stake of 13,674 shares — an estimated $415K sold.

HRT Financial first reported a position in XVV in Q1 2021 and held it in 1 quarter. The position peaked at $415K in Q1 2021. 9 funds tracked by Wall St. Rank hold XVV as of Q2 2021.

  • HRT Financial reported no remaining iShares ESG Screened S&P 500 ETF position as of Q2 2021 after selling out during the quarter.
  • HRT Financial sold 13,674 iShares ESG Screened S&P 500 ETF shares in Q2 2021, an estimated $415K.
  • HRT Financial first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2021 and held it in 1 quarter.
  • HRT Financial's iShares ESG Screened S&P 500 ETF position peaked at $415K in Q1 2021.
  • 9 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2021.

Based on HRT Financial's 13F filing for Q2 2021, filed 16 Aug 2021.