Measured Risk Portfolios’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Measured Risk Portfolios’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	$514K	Hold	9,056	–	–	0.46%	48
2026 Q1	$446K	Hold	9,056	–	–	0.49%	49
2025 Q4	$477K	Hold	9,056	–	–	0.47%	47
2025 Q3	$467K	Hold	9,056	–	–	0.43%	45
2025 Q2	$432K	Sell	9,056 -250	-3%	-$11K	0.42%	45
2025 Q1	$398K	Hold	9,306	–	–	0.43%	44
2024 Q4	$422K	Buy	+9,306	New	+$423K	0.44%	46

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 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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Measured Risk Portfolios's XVV Position: Q2 2026 in Review

Measured Risk Portfolios held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q2 2026 at 9,056 shares worth $514K. The position accounts for 0.46% of the portfolio, ranked #48.

Measured Risk Portfolios first reported a position in XVV in Q4 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Measured Risk Portfolios held 9,056 shares of iShares ESG Screened S&P 500 ETF worth $514K as of Q2 2026.
Measured Risk Portfolios left its iShares ESG Screened S&P 500 ETF share count unchanged in Q2 2026.
iShares ESG Screened S&P 500 ETF made up 0.46% of Measured Risk Portfolios's portfolio in Q2 2026, its #48 holding.
Measured Risk Portfolios first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Measured Risk Portfolios's 13F filing for Q2 2026, filed 12 Aug 2026.