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JP Morgan Private Wealth Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

JP Morgan Private Wealth 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
2023
Q1 		– Sell
-10,219
Closed -$290K – 2010
2022
Q4 		$290K Hold
10,219
– – ﹤0.01% 1672
2022
Q3 		$274K Buy
+10,219
New +$306K ﹤0.01% 1688

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return

JP Morgan Private Wealth Advisors's XVV Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q1 2023, closing a stake of 10,219 shares — an estimated $290K sold.

JP Morgan Private Wealth Advisors first reported a position in XVV in Q3 2022 and held it in 2 quarters. The position peaked at $290K in Q4 2022. 53 funds tracked by Wall St. Rank hold XVV as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining iShares ESG Screened S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,219 iShares ESG Screened S&P 500 ETF shares in Q1 2023, an estimated $290K.
  • JP Morgan Private Wealth Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2022 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's iShares ESG Screened S&P 500 ETF position peaked at $290K in Q4 2022.
  • 53 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.