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
2023 Q2	$316K	Hold
2023 Q1	$289K	Buy
2022 Q4	$259K	Hold
2022 Q3	$245K	Buy
2022 Q2	$216K	Buy