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 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 $1.76B AUM 19.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NewEdge Advisors's XVV Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 14% in Q1 2026, selling an estimated $59.7K and leaving 7,206 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

NewEdge Advisors first reported a position in XVV in Q3 2023 and has held it in 11 quarters since. The position peaked at $462K in Q3 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

NewEdge Advisors held 7,206 shares of iShares ESG Screened S&P 500 ETF worth $355K as of Q1 2026.
NewEdge Advisors sold 1,150 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $59.7K.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2225 holding.
NewEdge Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
NewEdge Advisors's iShares ESG Screened S&P 500 ETF position peaked at $462K in Q3 2025.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.