Pathstone Family Office’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Pathstone Family Office’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
2023 Q3	$325K	Buy	+10,014	New	+$339K	﹤0.01%	1263

Other funds holding XVV

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

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

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return

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

Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Pathstone Family Office's XVV Position: Q3 2023 in Review

Pathstone Family Office opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q3 2023: 10,014 shares worth $325K. The stake represents ﹤0.01% of the portfolio and ranks #1263 among its holdings.

60 funds tracked by Wall St. Rank hold XVV as of Q3 2023.

Pathstone Family Office held 10,014 shares of iShares ESG Screened S&P 500 ETF worth $325K as of Q3 2023.
iShares ESG Screened S&P 500 ETF was a new Pathstone Family Office position in Q3 2023.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1263 holding.
60 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.