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

MinichMacGregor 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
2023
Q1 		– Sell
-285
Closed -$8.1K – 676
2022
Q4 		$8.1K Buy
+285
New +$8.16K ﹤0.01% 432

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return

MinichMacGregor Wealth Management's XVV Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q1 2023, closing a stake of 285 shares — an estimated $8.1K sold.

MinichMacGregor Wealth Management first reported a position in XVV in Q4 2022 and held it in 1 quarter. The position peaked at $8.1K in Q4 2022. 53 funds tracked by Wall St. Rank hold XVV as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining iShares ESG Screened S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 285 iShares ESG Screened S&P 500 ETF shares in Q1 2023, an estimated $8.1K.
  • MinichMacGregor Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's iShares ESG Screened S&P 500 ETF position peaked at $8.1K in Q4 2022.
  • 53 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.