Measured Risk Portfolios’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
Q2
$432K Sell
9,056
-250
-3% -$11.9K 0.42% 44
2025
Q1
$398K Hold
9,306
0.43% 43
2024
Q4
$422K Buy
+9,306
New +$422K 0.44% 44