Mercer Global Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,360
| Closed | -$957K | – | 2364 |
|
|
2025
Q1 | $957K | Buy |
22,360
+10,013
| +81% | +$428K | ﹤0.01% | 1166 |
|
|
2024
Q4 | $559K | Buy |
+12,347
| New | +$559K | ﹤0.01% | 1388 |
|
|
2024
Q1 | – | Sell |
-5,853
| Closed | -$213K | – | 2160 |
|
|
2023
Q4 | $213K | Buy |
+5,853
| New | +$213K | ﹤0.01% | 1804 |
|
|
2023
Q3 | – | Sell |
-10,074
| Closed | -$341K | – | 2067 |
|
|
2023
Q2 | $341K | Hold |
10,074
| – | – | ﹤0.01% | 1438 |
|
|
2023
Q1 | $311K | Buy |
+10,074
| New | +$311K | ﹤0.01% | 1493 |
|