NerdWallet Wealth Partners’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

NerdWallet Wealth Partners’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 Q2	$1.53M	Buy	26,929 +4,544	+20%	+$251K	0.53%	22
2026 Q1	$1.1M	Buy	+22,385	New	+$1.16M	0.48%	24

Other funds holding XVV

University of Cambridge Investment Management Cambridge $93.9M AUM

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return