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

University of Cambridge Investment Management Cambridge $93.9M AUM

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

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return