MFG
XVV icon

Magnus Financial Group’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Magnus Financial Group’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 		$912K Sell
16,054
-2,345
-13% -$130K 0.06% 171
2026
Q1 		$906K Sell
18,399
-1,128
-6% -$58.6K 0.07% 160
2025
Q4 		$1.03M Sell
19,527
-37
-0.2% -$1.93K 0.08% 170
2025
Q3 		$1.01M Buy
19,564
+48
+0.2% +$2.38K 0.08% 168
2025
Q2 		$931K Buy
19,516
+45
+0.2% +$1.98K 0.08% 166
2025
Q1 		$833K Buy
19,471
+497
+3% +$22.5K 0.08% 170
2024
Q4 		$859K Buy
18,974
+3,919
+26% +$178K 0.08% 161
2024
Q3 		$666K Buy
15,055
+2,963
+25% +$126K 0.07% 180
2024
Q2 		$509K Buy
12,092
+4,104
+51% +$165K 0.06% 198
2024
Q1 		$322K Buy
+7,988
New +$306K 0.04% 237

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
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
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Magnus Financial Group's XVV Position: Q2 2026 in Review

Magnus Financial Group reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 13% in Q2 2026, selling an estimated $130K and leaving 16,054 shares worth $912K. The position accounts for 0.06% of the portfolio, ranked #171.

Magnus Financial Group first reported a position in XVV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.03M in Q4 2025. 28 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Magnus Financial Group held 16,054 shares of iShares ESG Screened S&P 500 ETF worth $912K as of Q2 2026.
  • Magnus Financial Group sold 2,345 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $130K.
  • iShares ESG Screened S&P 500 ETF made up 0.06% of Magnus Financial Group's portfolio in Q2 2026, its #171 holding.
  • Magnus Financial Group first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • Magnus Financial Group's iShares ESG Screened S&P 500 ETF position peaked at $1.03M in Q4 2025.
  • 28 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.