MML Investors Services’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $296K | Sell |
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|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $971K | Sell |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $919K | Buy |
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|
2024
Q2 | $785K | Buy |
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|
2024
Q1 | $652K | Buy |
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|
2023
Q4 | $569K | Sell |
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|
2023
Q3 | $527K | Buy |
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|
2023
Q2 | $502K | Buy |
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|
2023
Q1 | $360K | Buy |
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|
2022
Q4 | $302K | Sell |
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|
2022
Q3 | $302K | Sell |
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|
2022
Q2 | $335K | Buy |
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|
2022
Q1 | $331K | Buy |
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