Merriman Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Merriman Wealth Management’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
2024 Q4	$397K	Sell	8,768 -223	-2%	-$10.1K	0.02%	150
2024 Q3	$398K	Hold	8,991	–	–	0.02%	155
2024 Q2	$378K	Sell	8,991 -1,203	-12%	-$48.4K	0.02%	155
2024 Q1	$411K	Buy	10,194 +670	+7%	+$25.7K	0.02%	150
2023 Q4	$347K	Hold	9,524	–	–	0.02%	149
2023 Q3	$310K	Hold	9,524	–	–	0.02%	147
2023 Q2	$322K	Hold	9,524	–	–	0.02%	170
2023 Q1	$294K	Hold	9,524	–	–	0.02%	164
2022 Q4	$271K	Hold	9,524	–	–	0.01%	174
2022 Q3	$256K	Hold	9,524	–	–	0.02%	143
2022 Q2	$270K	Buy	9,524 +1,393	+17%	+$43K	0.02%	137
2022 Q1	$279K	Hold	8,131	–	–	0.02%	172
2021 Q4	$299K	Hold	8,131	–	–	0.02%	176
2021 Q3	$269K	Sell	8,131 -290	-3%	-$9.86K	0.02%	172
2021 Q2	$277K	Buy	+8,421	New	+$269K	0.02%	190

Other funds holding XVV

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

BMD

Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 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

APW

Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Merriman Wealth Management's XVV Position: Q4 2024 in Review

Merriman Wealth Management reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 2.5% in Q4 2024, selling an estimated $10.1K and leaving 8,768 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #150.

Merriman Wealth Management first reported a position in XVV in Q2 2021 and has held it in 15 quarters since. The position peaked at $411K in Q1 2024. 109 funds tracked by Wall St. Rank hold XVV as of Q4 2024.

Merriman Wealth Management held 8,768 shares of iShares ESG Screened S&P 500 ETF worth $397K as of Q4 2024.
Merriman Wealth Management sold 223 iShares ESG Screened S&P 500 ETF shares in Q4 2024, an estimated $10.1K.
iShares ESG Screened S&P 500 ETF made up 0.02% of Merriman Wealth Management's portfolio in Q4 2024, its #150 holding.
Merriman Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2021 and has held it in 15 quarters since.
Merriman Wealth Management's iShares ESG Screened S&P 500 ETF position peaked at $411K in Q1 2024.
109 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.