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XVV icon

NewEdge Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

NewEdge Advisors’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 		$490K Buy
8,631
+1,425
+20% +$78.8K ﹤0.01% 2162
2026
Q1 		$355K Sell
7,206
-1,150
-14% -$59.7K ﹤0.01% 2225
2025
Q4 		$440K Sell
8,356
-603
-7% -$31.5K ﹤0.01% 2063
2025
Q3 		$462K Sell
8,959
-20
-0.2% -$990 ﹤0.01% 1873
2025
Q2 		$428K Buy
8,979
+6,701
+294% +$294K ﹤0.01% 1790
2025
Q1 		$97.5K Hold
2,278
– – ﹤0.01% 2301
2024
Q4 		$103K Hold
2,278
– – ﹤0.01% 2268
2024
Q3 		$101K Hold
2,278
– – ﹤0.01% 2190
2024
Q2 		$95.8K Hold
2,278
– – ﹤0.01% 2133
2024
Q1 		$91.8K Hold
2,278
– – ﹤0.01% 2092
2023
Q4 		$82.9K Hold
2,278
– – ﹤0.01% 2019
2023
Q3 		$73.9K Buy
+2,278
New +$77.2K ﹤0.01% 1956

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 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 $64.6B AUM 18.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

NewEdge Advisors's XVV Position: Q2 2026 in Review

NewEdge Advisors increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 20% in Q2 2026, buying an estimated $78.8K and bringing the position to 8,631 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

NewEdge Advisors first reported a position in XVV in Q3 2023 and has held it in 12 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • NewEdge Advisors held 8,631 shares of iShares ESG Screened S&P 500 ETF worth $490K as of Q2 2026.
  • NewEdge Advisors bought 1,425 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $78.8K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2162 holding.
  • NewEdge Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.