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

MATAURO’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 		$204K Buy
+3,593
New +$199K 0.03% 152

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NF
Napier Financial Braintree, Massachusetts $480M AUM
FC
Financial Council Towson, Maryland $308M AUM 28.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MATAURO's XVV Position: Q2 2026 in Review

MATAURO opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026: 3,593 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #152 among its holdings.

80 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • MATAURO held 3,593 shares of iShares ESG Screened S&P 500 ETF worth $204K as of Q2 2026.
  • iShares ESG Screened S&P 500 ETF was a new MATAURO position in Q2 2026.
  • iShares ESG Screened S&P 500 ETF made up 0.03% of MATAURO's portfolio in Q2 2026, its #152 holding.
  • 80 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on MATAURO's 13F filing for Q2 2026, filed 21 Jul 2026.