Kovitz Investment Group Partners
XVV icon

Kovitz Investment Group Partners’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-3,931
Closed -$203K – 1368
2025
Q3 		$203K Buy
+3,931
New +$195K ﹤0.01% 1335

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
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kovitz Investment Group Partners's XVV Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q4 2025, closing a stake of 3,931 shares — an estimated $203K sold.

Kovitz Investment Group Partners first reported a position in XVV in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 128 funds tracked by Wall St. Rank hold XVV as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares ESG Screened S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,931 iShares ESG Screened S&P 500 ETF shares in Q4 2025, an estimated $203K.
  • Kovitz Investment Group Partners first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's iShares ESG Screened S&P 500 ETF position peaked at $203K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.