Ken Griffin’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Ken Griffin’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	$275K	Sell	5,579 -28,606	-84%	-$1.49M	﹤0.01%	10674
2025 Q4	$1.8M	Buy	34,185 +7,170	+27%	+$374K	﹤0.01%	6139
2025 Q3	$1.39M	Buy	27,015 +17,959	+198%	+$889K	﹤0.01%	6818
2025 Q2	$432K	Buy	+9,056	New	+$398K	﹤0.01%	8973
2024 Q4	–	Sell	-39,680	Closed	-$1.75M	–	15514
2024 Q3	$1.75M	Buy	+39,680	New	+$1.69M	﹤0.01%	5781
2023 Q2	–	Sell	-12,852	Closed	-$397K	–	15358
2023 Q1	$397K	Buy	+12,852	New	+$385K	﹤0.01%	8787
2022 Q4	–	Sell	-37,026	Closed	-$993K	–	15549
2022 Q3	$993K	Buy	+37,026	New	+$1.11M	﹤0.01%	7013
2022 Q2	–	Sell	-14,580	Closed	-$501K	–	14261
2022 Q1	$501K	Buy	+14,580	New	+$496K	﹤0.01%	9395
2021 Q2	–	Sell	-24,261	Closed	-$737K	–	14556
2021 Q1	$737K	Buy	+24,261	New	+$715K	﹤0.01%	8831

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 $60.9B AUM 15.24% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ken Griffin's XVV Position: Q1 2026 in Review

Ken Griffin reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 84% in Q1 2026, selling an estimated $1.49M and leaving 5,579 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #10674.

Ken Griffin first reported a position in XVV in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.8M in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

Ken Griffin held 5,579 shares of iShares ESG Screened S&P 500 ETF worth $275K as of Q1 2026.
Ken Griffin sold 28,606 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $1.49M.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #10674 holding.
Ken Griffin first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2021 and has held it in 9 quarters since.
Ken Griffin's iShares ESG Screened S&P 500 ETF position peaked at $1.8M in Q4 2025.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.