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KCS Wealth Advisory’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

KCS Wealth Advisory’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
Q3 		– Sell
-9,346
Closed -$316K – 153
2023
Q2 		$316K Hold
9,346
– – 0.11% 128
2023
Q1 		$289K Buy
9,346
+229
+3% +$6.86K 0.11% 124
2022
Q4 		$259K Hold
9,117
– – 0.11% 132
2022
Q3 		$245K Buy
9,117
+1,517
+20% +$45.5K 0.11% 132
2022
Q2 		$216K Buy
+7,600
New +$234K 0.1% 145

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 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

KCS Wealth Advisory's XVV Position: Q3 2023 in Review

KCS Wealth Advisory sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q3 2023, closing a stake of 9,346 shares — an estimated $316K sold.

KCS Wealth Advisory first reported a position in XVV in Q2 2022 and held it in 5 quarters. The position peaked at $316K in Q2 2023. 60 funds tracked by Wall St. Rank hold XVV as of Q3 2023.

  • KCS Wealth Advisory reported no remaining iShares ESG Screened S&P 500 ETF position as of Q3 2023 after selling out during the quarter.
  • KCS Wealth Advisory sold 9,346 iShares ESG Screened S&P 500 ETF shares in Q3 2023, an estimated $316K.
  • KCS Wealth Advisory first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2022 and held it in 5 quarters.
  • KCS Wealth Advisory's iShares ESG Screened S&P 500 ETF position peaked at $316K in Q2 2023.
  • 60 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.