Monument Capital Management’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 | $209K | Sell |
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2025
Q2 | $258K | Sell |
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2025
Q1 | $232K | Sell |
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|
2024
Q4 | $251K | Buy |
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|
2024
Q3 | $202K | Sell |
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|
2024
Q2 | $206K | Sell |
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|
2024
Q1 | $227K | Sell |
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|
2023
Q4 | $226K | Sell |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $225K | Sell |
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|
2022
Q4 | $229K | Buy |
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