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Pettinga Financial Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Pettinga Financial 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
Q2 		$390K Hold
6,867
– – 0.06% 108
2026
Q1 		$338K Hold
6,867
– – 0.06% 113
2025
Q4 		$362K Sell
6,867
-1,296
-16% -$67.7K 0.07% 104
2025
Q3 		$421K Buy
+8,163
New +$404K 0.08% 102

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
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
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

Pettinga Financial Advisors's XVV Position: Q2 2026 in Review

Pettinga Financial Advisors held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q2 2026 at 6,867 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #108.

Pettinga Financial Advisors first reported a position in XVV in Q3 2025 and has held it in 4 quarters since. The position peaked at $421K in Q3 2025. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Pettinga Financial Advisors held 6,867 shares of iShares ESG Screened S&P 500 ETF worth $390K as of Q2 2026.
  • Pettinga Financial Advisors left its iShares ESG Screened S&P 500 ETF share count unchanged in Q2 2026.
  • iShares ESG Screened S&P 500 ETF made up 0.06% of Pettinga Financial Advisors's portfolio in Q2 2026, its #108 holding.
  • Pettinga Financial Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • Pettinga Financial Advisors's iShares ESG Screened S&P 500 ETF position peaked at $421K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.