O'Shaughnessy Asset Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

O'Shaughnessy Asset Management’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	$133K	Buy	+2,339	New	+$129K	﹤0.01%	2119

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 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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

O'Shaughnessy Asset Management's XVV Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026: 2,339 shares worth $133K. The stake represents ﹤0.01% of the portfolio and ranks #2119 among its holdings.

159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

O'Shaughnessy Asset Management held 2,339 shares of iShares ESG Screened S&P 500 ETF worth $133K as of Q2 2026.
iShares ESG Screened S&P 500 ETF was a new O'Shaughnessy Asset Management position in Q2 2026.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2119 holding.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.