KW
XVV icon

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

KWB Wealth’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
Q2 		$561K Buy
9,877
+4,347
+79% +$240K 0.05% 107
2026
Q1 		$291K Hold
5,530
– – 0.03% 137
2025
Q4 		$291K Buy
+5,530
New +$289K 0.03% 150

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

KWB Wealth's XVV Position: Q2 2026 in Review

KWB Wealth increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 79% in Q2 2026, buying an estimated $240K and bringing the position to 9,877 shares worth $561K. The position accounts for 0.05% of the portfolio, ranked #107.

KWB Wealth first reported a position in XVV in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • KWB Wealth held 9,877 shares of iShares ESG Screened S&P 500 ETF worth $561K as of Q2 2026.
  • KWB Wealth bought 4,347 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $240K.
  • iShares ESG Screened S&P 500 ETF made up 0.05% of KWB Wealth's portfolio in Q2 2026, its #107 holding.
  • KWB Wealth first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.