New York Life Investment Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $826K | Buy |
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|
2023
Q3 | $495K | Buy |
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|
2023
Q2 | $439K | Sell |
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|
2023
Q1 | $514K | Sell |
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|
2022
Q4 | $1.87M | Buy |
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|
2022
Q3 | $959K | Sell |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.63M | Buy |
|