Morgan Stanley’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Buy |
2,279
+6
| +0.3% | +$286 | ﹤0.01% | 6095 |
|
|
2025
Q1 | $97.2K | Buy |
2,273
+3
| +0.1% | +$128 | ﹤0.01% | 6016 |
|
|
2024
Q4 | $103K | Buy |
2,270
+8
| +0.4% | +$362 | ﹤0.01% | 6052 |
|
|
2024
Q3 | $100K | Buy |
+2,262
| New | +$100K | ﹤0.01% | 6011 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$65 | – | 7972 |
|
|
2024
Q1 | $65 | Buy |
+1
| New | +$65 | ﹤0.01% | 7433 |
|
|
2023
Q4 | – | Sell |
-90
| Closed | -$2.95K | – | 7915 |
|
|
2023
Q3 | $2.95K | Buy |
+90
| New | +$2.95K | ﹤0.01% | 7040 |
|