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
2024 Q2	$1.14M	Sell
2024 Q1	$1.1M	Buy