Northwestern Mutual Wealth Management’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
$88.6K Sell
1,857
-1,088
-37% -$51.9K ﹤0.01% 2036
2025
Q1
$126K Buy
+2,945
New +$126K ﹤0.01% 1847
2023
Q1
Sell
-675
Closed -$19.2K 3618
2022
Q4
$19.2K Buy
675
+350
+108% +$9.95K ﹤0.01% 2266
2022
Q3
$9K Buy
+325
New +$9K ﹤0.01% 2501