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Prospera Financial Services’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-450
Closed -$15K – 2652
2022
Q1 		$15K Buy
+450
New +$15.3K ﹤0.01% 1874

Other funds holding XVV

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Prospera Financial Services's XVV Position: Q2 2022 in Review

Prospera Financial Services sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q2 2022, closing a stake of 450 shares — an estimated $15K sold.

Prospera Financial Services first reported a position in XVV in Q1 2022 and held it in 1 quarter. The position peaked at $15K in Q1 2022. 40 funds tracked by Wall St. Rank hold XVV as of Q2 2022.

  • Prospera Financial Services reported no remaining iShares ESG Screened S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 450 iShares ESG Screened S&P 500 ETF shares in Q2 2022, an estimated $15K.
  • Prospera Financial Services first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's iShares ESG Screened S&P 500 ETF position peaked at $15K in Q1 2022.
  • 40 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.