Monumental Financial Group’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
2024 Q3	$1.18M	Sell	26,574 -503	-2%	-$22.2K	0.44%	23
2024 Q2	$1.14M	Sell	27,077 -183	-0.7%	-$7.7K	0.5%	24
2024 Q1	$1.1M	Buy	+27,260	New	+$1.1M	0.58%	32