Monument Capital Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
5,403
-12
| -0.2% | -$572 | 0.07% | 187 |
|
|
2025
Q1 | $232K | Sell |
5,415
-120
| -2% | -$5.13K | 0.07% | 175 |
|
|
2024
Q4 | $251K | Buy |
5,535
+973
| +21% | +$44.1K | 0.07% | 170 |
|
|
2024
Q3 | $202K | Sell |
4,562
-348
| -7% | -$15.4K | 0.06% | 191 |
|
|
2024
Q2 | $206K | Sell |
4,910
-735
| -13% | -$30.9K | 0.06% | 170 |
|
|
2024
Q1 | $227K | Sell |
5,645
-554
| -9% | -$22.3K | 0.07% | 171 |
|
|
2023
Q4 | $226K | Sell |
6,199
-1,038
| -14% | -$37.8K | 0.07% | 165 |
|
|
2023
Q3 | $235K | Sell |
7,237
-37
| -0.5% | -$1.2K | 0.08% | 150 |
|
|
2023
Q2 | $246K | Hold |
7,274
| – | – | 0.08% | 143 |
|
|
2023
Q1 | $225K | Sell |
7,274
-771
| -10% | -$23.8K | 0.08% | 138 |
|
|
2022
Q4 | $229K | Buy |
+8,045
| New | +$229K | 0.08% | 141 |
|