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

JNBA 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 Q1	$4.22M	Sell	85,643 -15,319	-15%	-$796K	0.35%	43
2025 Q4	$5.32M	Buy	100,962 +3,933	+4%	+$205K	0.46%	34
2025 Q3	$5M	Buy	97,029 +14,428	+17%	+$714K	0.45%	36
2025 Q2	$3.94M	Sell	82,601 -4,988	-6%	-$219K	0.38%	42
2025 Q1	$3.75M	Sell	87,589 -7,029	-7%	-$318K	0.39%	41
2024 Q4	$4.29M	Buy	94,618 +13,266	+16%	+$603K	0.44%	38
2024 Q3	$3.6M	Buy	81,352 +22,734	+39%	+$969K	0.36%	44
2024 Q2	$2.47M	Buy	58,618 +18,456	+46%	+$743K	0.26%	52
2024 Q1	$1.62M	Buy	40,162 +37,491	+1,404%	+$1.44M	0.17%	74
2023 Q4	$97.2K	Buy	2,671 +1,273	+91%	+$43.3K	0.01%	231
2023 Q3	$45.3K	Buy	1,398 +227	+19%	+$7.69K	0.01%	289
2023 Q2	$39.6K	Buy	1,171 +401	+52%	+$12.7K	﹤0.01%	313
2023 Q1	$23.8K	Buy	770 +503	+188%	+$15.1K	﹤0.01%	370
2022 Q4	$7.59K	Buy	267 +141	+112%	+$4.04K	﹤0.01%	481
2022 Q3	$3K	Buy	126 +19	+18%	+$569	﹤0.01%	588
2022 Q2	$3K	Hold	107	–	–	﹤0.01%	624
2022 Q1	$4K	Buy	+107	New	+$3.64K	﹤0.01%	586

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JNBA Financial Advisors's XVV Position: Q1 2026 in Review

JNBA Financial Advisors reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 15% in Q1 2026, selling an estimated $796K and leaving 85,643 shares worth $4.22M. The position accounts for 0.35% of the portfolio, ranked #43.

JNBA Financial Advisors first reported a position in XVV in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.32M in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

JNBA Financial Advisors held 85,643 shares of iShares ESG Screened S&P 500 ETF worth $4.22M as of Q1 2026.
JNBA Financial Advisors sold 15,319 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $796K.
iShares ESG Screened S&P 500 ETF made up 0.35% of JNBA Financial Advisors's portfolio in Q1 2026, its #43 holding.
JNBA Financial Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
JNBA Financial Advisors's iShares ESG Screened S&P 500 ETF position peaked at $5.32M in Q4 2025.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.