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Milestone Investment Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Milestone Investment Advisors’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
Q1 		– Sell
-300
Closed -$10.9K – 132
2023
Q4 		$10.9K Hold
300
– – ﹤0.01% 114
2023
Q3 		$9.73K Hold
300
– – ﹤0.01% 295
2023
Q2 		$10.1K Hold
300
– – ﹤0.01% 107
2023
Q1 		$9.27K Hold
300
– – ﹤0.01% 301
2022
Q4 		$8.53K Buy
+300
New +$8.59K ﹤0.01% 107

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 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
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Milestone Investment Advisors's XVV Position: Q1 2024 in Review

Milestone Investment Advisors sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q1 2024, closing a stake of 300 shares — an estimated $10.9K sold.

Milestone Investment Advisors first reported a position in XVV in Q4 2022 and held it in 5 quarters. The position peaked at $10.9K in Q4 2023. 79 funds tracked by Wall St. Rank hold XVV as of Q1 2024.

  • Milestone Investment Advisors reported no remaining iShares ESG Screened S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
  • Milestone Investment Advisors sold 300 iShares ESG Screened S&P 500 ETF shares in Q1 2024, an estimated $10.9K.
  • Milestone Investment Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2022 and held it in 5 quarters.
  • Milestone Investment Advisors's iShares ESG Screened S&P 500 ETF position peaked at $10.9K in Q4 2023.
  • 79 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2024.

Based on Milestone Investment Advisors's 13F filing for Q1 2024, filed 14 May 2024.