National Bank of Canada
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National Bank of Canada’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

National Bank of Canada’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
2026
Q1 		$13.7K Buy
280
+184
+192% +$9.56K ﹤0.01% 2258
2025
Q4 		$5.05K Buy
+96
New +$5.01K ﹤0.01% 2432

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

National Bank of Canada's XVV Position: Q1 2026 in Review

National Bank of Canada increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 192% in Q1 2026, buying an estimated $9.56K and bringing the position to 280 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2258.

National Bank of Canada first reported a position in XVV in Q4 2025 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • National Bank of Canada held 280 shares of iShares ESG Screened S&P 500 ETF worth $13.7K as of Q1 2026.
  • National Bank of Canada bought 184 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $9.56K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #2258 holding.
  • National Bank of Canada first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.