Presidio Capital 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	$262K	Sell	5,500 -984	-15%	-$46.9K	0.1%	53
2025 Q1	$277K	Buy	+6,484	New	+$277K	0.11%	51