John Overdeck’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

John Overdeck’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	–	Sell	-40,300	Closed	-$1.98M	–	5493
2026 Q1	$1.98M	Buy	+40,300	New	+$2.09M	﹤0.01%	2764
2025 Q3	–	Sell	-40,600	Closed	-$1.94M	–	3975
2025 Q2	$1.94M	Sell	40,600 -15,000	-27%	-$659K	﹤0.01%	1859
2025 Q1	$2.38M	Sell	55,600 -4,000	-7%	-$181K	0.01%	1628
2024 Q4	$2.7M	Buy	+59,600	New	+$2.71M	0.01%	1515

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 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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

John Overdeck's XVV Position: Q2 2026 in Review

John Overdeck sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026, closing a stake of 40,300 shares — an estimated $1.98M sold.

John Overdeck first reported a position in XVV in Q4 2024 and held it in 4 quarters. The position peaked at $2.7M in Q4 2024. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

John Overdeck reported no remaining iShares ESG Screened S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
John Overdeck sold 40,300 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $1.98M.
John Overdeck first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2024 and held it in 4 quarters.
John Overdeck's iShares ESG Screened S&P 500 ETF position peaked at $2.7M in Q4 2024.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.