KWB Wealth
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
Q3 		$494K Sell
8,471
-1,406
-14% -$81.7K 0.04% 120
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

University of Cambridge Investment Management
University of Cambridge Investment Management Cambridge $96.4M AUM 13.16% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Sound Stewardship
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Human Investing
Human Investing Lake Oswego, Oregon $787M AUM 12.01% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
Highland Financial Advisors
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
Colton Groome Financial Advisors
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

KWB Wealth's XVV Position: Q3 2026 in Review

KWB Wealth reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 14% in Q3 2026, selling an estimated $81.7K and leaving 8,471 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #120.

KWB Wealth first reported a position in XVV in Q4 2025 and has held it in 4 quarters since. The position peaked at $561K in Q2 2026. 40 funds tracked by Wall St. Rank hold XVV as of Q3 2026.

  • KWB Wealth held 8,471 shares of iShares ESG Screened S&P 500 ETF worth $494K as of Q3 2026.
  • KWB Wealth sold 1,406 iShares ESG Screened S&P 500 ETF shares in Q3 2026, an estimated $81.7K.
  • iShares ESG Screened S&P 500 ETF made up 0.04% of KWB Wealth's portfolio in Q3 2026, its #120 holding.
  • KWB Wealth first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • KWB Wealth's iShares ESG Screened S&P 500 ETF position peaked at $561K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.