Mariner
XVV icon

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

Mariner’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 		$1.05M Buy
18,461
+795
+5% +$43.9K ﹤0.01% 1919
2026
Q1 		$870K Buy
17,666
+32
+0.2% +$1.66K ﹤0.01% 2073
2025
Q4 		$929K Sell
17,634
-237
-1% -$12.4K ﹤0.01% 2000
2025
Q3 		$921K Buy
17,871
+666
+4% +$33K ﹤0.01% 1973
2025
Q2 		$820K Buy
17,205
+6,056
+54% +$266K ﹤0.01% 1953
2025
Q1 		$477K Sell
11,149
-615
-5% -$27.8K ﹤0.01% 2242
2024
Q4 		$533K Buy
11,764
+489
+4% +$22.2K ﹤0.01% 2143
2024
Q3 		$499K Sell
11,275
-67
-0.6% -$2.86K ﹤0.01% 2125
2024
Q2 		$477K Buy
11,342
+3,924
+53% +$158K ﹤0.01% 2083
2024
Q1 		$299K Buy
7,418
+1,474
+25% +$56.5K ﹤0.01% 2431
2023
Q4 		$216K Sell
5,944
-1,873
-24% -$63.7K ﹤0.01% 2630
2023
Q3 		$253K Hold
7,817
– – ﹤0.01% 2300
2023
Q2 		$264K Buy
7,817
+1
+0% +$32 ﹤0.01% 2228
2023
Q1 		$241K Buy
7,816
+251
+3% +$7.51K ﹤0.01% 2246
2022
Q4 		$215K Buy
+7,565
New +$217K ﹤0.01% 2297

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
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
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

Mariner's XVV Position: Q2 2026 in Review

Mariner increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 4.5% in Q2 2026, buying an estimated $43.9K and bringing the position to 18,461 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Mariner first reported a position in XVV in Q4 2022 and has held it in 15 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Mariner held 18,461 shares of iShares ESG Screened S&P 500 ETF worth $1.05M as of Q2 2026.
  • Mariner bought 795 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $43.9K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1919 holding.
  • Mariner first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.