Lido Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Lido Advisors’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	$2.13M	Sell	37,530 -1,782	-5%	-$98.5K	0.01%	777
2026 Q1	$1.93M	Buy	+39,312	New	+$2.04M	0.01%	714
2023 Q1	–	Sell	-198,017	Closed	-$5.63M	–	1264
2022 Q4	$5.63M	Buy	+198,017	New	+$5.67M	0.07%	154

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 $64.6B AUM 18.98% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

WBG

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

JFA

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

Lido Advisors's XVV Position: Q2 2026 in Review

Lido Advisors reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 4.5% in Q2 2026, selling an estimated $98.5K and leaving 37,530 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #777.

Lido Advisors first reported a position in XVV in Q4 2022 and has held it in 3 quarters since. The position peaked at $5.63M in Q4 2022. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Lido Advisors held 37,530 shares of iShares ESG Screened S&P 500 ETF worth $2.13M as of Q2 2026.
Lido Advisors sold 1,782 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $98.5K.
iShares ESG Screened S&P 500 ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #777 holding.
Lido Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2022 and has held it in 3 quarters since.
Lido Advisors's iShares ESG Screened S&P 500 ETF position peaked at $5.63M in Q4 2022.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.