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Millstone Evans Group’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Millstone Evans Group’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
Q2 		$139K Buy
2,448
+23
+0.9% +$1.27K 0.08% 196
2026
Q1 		$119K Hold
2,425
– – 0.07% 208
2025
Q4 		$128K Hold
2,425
– – 0.08% 196
2025
Q3 		$125K Buy
2,425
+20
+0.8% +$990 0.08% 185
2025
Q2 		$115K Hold
2,405
– – 0.08% 183
2025
Q1 		$103K Buy
+2,405
New +$109K 0.07% 194

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Millstone Evans Group's XVV Position: Q2 2026 in Review

Millstone Evans Group increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.95% in Q2 2026, buying an estimated $1.27K and bringing the position to 2,448 shares worth $139K. The position accounts for 0.08% of the portfolio, ranked #196.

Millstone Evans Group first reported a position in XVV in Q1 2025 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Millstone Evans Group held 2,448 shares of iShares ESG Screened S&P 500 ETF worth $139K as of Q2 2026.
  • Millstone Evans Group bought 23 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $1.27K.
  • iShares ESG Screened S&P 500 ETF made up 0.08% of Millstone Evans Group's portfolio in Q2 2026, its #196 holding.
  • Millstone Evans Group first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.