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
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 $1.76B AUM 19.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mariner's XVV Position: Q1 2026 in Review

Mariner increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.18% in Q1 2026, buying an estimated $1.66K and bringing the position to 17,666 shares worth $870K. The position accounts for ﹤0.01% of the portfolio, ranked #2073.

Mariner first reported a position in XVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $929K in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Mariner held 17,666 shares of iShares ESG Screened S&P 500 ETF worth $870K as of Q1 2026.
  • Mariner bought 32 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $1.66K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2073 holding.
  • Mariner first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Mariner's iShares ESG Screened S&P 500 ETF position peaked at $929K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.