NewEdge Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
8,979
+6,701
| +294% | +$320K | ﹤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 | +$73.9K | ﹤0.01% | 1956 |
|