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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,625	Closed	-$73K	–	376
2024 Q4	$73K	Buy	+1,625	New	+$73K	0.2%	66