MML Investors Services
XVV icon

MML Investors Services’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

MML Investors Services’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 		$1.44M Buy
25,372
+2,804
+12% +$155K ﹤0.01% 1771
2026
Q1 		$1.11M Buy
22,568
+503
+2% +$26.1K ﹤0.01% 1697
2025
Q4 		$1.16M Buy
22,065
+16,321
+284% +$852K ﹤0.01% 1715
2025
Q3 		$296K Sell
5,744
-19,779
-77% -$979K ﹤0.01% 2531
2025
Q2 		$1.22M Buy
25,523
+2,821
+12% +$124K ﹤0.01% 1546
2025
Q1 		$971K Sell
22,702
-7
-0% -$317 ﹤0.01% 1596
2024
Q4 		$1.03M Buy
22,709
+1,933
+9% +$87.9K ﹤0.01% 1492
2024
Q3 		$919K Buy
20,776
+2,100
+11% +$89.5K ﹤0.01% 1497
2024
Q2 		$785K Buy
18,676
+2,498
+15% +$101K ﹤0.01% 1528
2024
Q1 		$652K Buy
16,178
+538
+3% +$20.6K ﹤0.01% 1654
2023
Q4 		$569K Sell
15,640
-619
-4% -$21K ﹤0.01% 1678
2023
Q3 		$527K Buy
16,259
+1,426
+10% +$48.3K ﹤0.01% 1606
2023
Q2 		$502K Buy
14,833
+3,196
+27% +$101K ﹤0.01% 1632
2023
Q1 		$360K Buy
11,637
+1,017
+10% +$30.4K ﹤0.01% 1577
2022
Q4 		$302K Sell
10,620
-643
-6% -$18.4K ﹤0.01% 1775
2022
Q3 		$302K Sell
11,263
-532
-5% -$15.9K ﹤0.01% 1674
2022
Q2 		$335K Buy
11,795
+2,175
+23% +$67.1K ﹤0.01% 1609
2022
Q1 		$331K Buy
+9,620
New +$327K ﹤0.01% 1662

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MML Investors Services's XVV Position: Q2 2026 in Review

MML Investors Services increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 12% in Q2 2026, buying an estimated $155K and bringing the position to 25,372 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

MML Investors Services first reported a position in XVV in Q1 2022 and has held it in 18 quarters since. 107 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • MML Investors Services held 25,372 shares of iShares ESG Screened S&P 500 ETF worth $1.44M as of Q2 2026.
  • MML Investors Services bought 2,804 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $155K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1771 holding.
  • MML Investors Services first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • 107 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.