KeyBank National Association’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

KeyBank National Association’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	$7.85M	Buy	+159,517	New	+$8.28M	0.03%	259

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KeyBank National Association's XVV Position: Q1 2026 in Review

KeyBank National Association opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q1 2026: 159,517 shares worth $7.85M. The stake represents 0.03% of the portfolio and ranks #259 among its holdings.

143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

KeyBank National Association held 159,517 shares of iShares ESG Screened S&P 500 ETF worth $7.85M as of Q1 2026.
iShares ESG Screened S&P 500 ETF was a new KeyBank National Association position in Q1 2026.
iShares ESG Screened S&P 500 ETF made up 0.03% of KeyBank National Association's portfolio in Q1 2026, its #259 holding.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on KeyBank National Association's 13F filing for Q1 2026, filed 24 Apr 2026.