Raymond James Financial’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	$2.9M	Buy	60,714 +1,870	+3%	+$89.2K	﹤0.01%	2782
2025 Q1	$2.52M	Buy	58,844 +1,405	+2%	+$60.1K	﹤0.01%	2830
2024 Q4	$2.6M	Buy	+57,439	New	+$2.6M	﹤0.01%	2781