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 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 $1.76B AUM 19.57% 1-Year Est. Return

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Measured Risk Portfolios's XVV Position: Q1 2026 in Review

Measured Risk Portfolios held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q1 2026 at 9,056 shares worth $446K. The position accounts for 0.49% of the portfolio, ranked #49.

Measured Risk Portfolios first reported a position in XVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $477K in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

Measured Risk Portfolios held 9,056 shares of iShares ESG Screened S&P 500 ETF worth $446K as of Q1 2026.
Measured Risk Portfolios left its iShares ESG Screened S&P 500 ETF share count unchanged in Q1 2026.
iShares ESG Screened S&P 500 ETF made up 0.49% of Measured Risk Portfolios's portfolio in Q1 2026, its #49 holding.
Measured Risk Portfolios first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Measured Risk Portfolios's iShares ESG Screened S&P 500 ETF position peaked at $477K in Q4 2025.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Measured Risk Portfolios's 13F filing for Q1 2026, filed 15 May 2026.