Napatree Capital’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Napatree Capital’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
2025 Q1	$447K	Buy
2024 Q4	$459K	Buy
2024 Q3	$448K	Buy
2024 Q2	$381K	Hold
2024 Q1	$349K	Sell
2023 Q4	$386K	Buy