MFG
XVV icon

Monumental Financial Group’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Monumental Financial Group’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
2024
Q3 		$1.18M Sell
26,574
-503
-2% -$21.4K 0.44% 23
2024
Q2 		$1.14M Sell
27,077
-183
-0.7% -$7.36K 0.5% 24
2024
Q1 		$1.1M Buy
+27,260
New +$1.04M 0.58% 32

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Monumental Financial Group's XVV Position: Q3 2024 in Review

Monumental Financial Group reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 1.9% in Q3 2024, selling an estimated $21.4K and leaving 26,574 shares worth $1.18M. The position accounts for 0.44% of the portfolio, ranked #23.

Monumental Financial Group first reported a position in XVV in Q1 2024 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold XVV as of Q3 2024.

  • Monumental Financial Group held 26,574 shares of iShares ESG Screened S&P 500 ETF worth $1.18M as of Q3 2024.
  • Monumental Financial Group sold 503 iShares ESG Screened S&P 500 ETF shares in Q3 2024, an estimated $21.4K.
  • iShares ESG Screened S&P 500 ETF made up 0.44% of Monumental Financial Group's portfolio in Q3 2024, its #23 holding.
  • Monumental Financial Group first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2024 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.