RJT
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Raymond James Trust’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Raymond James Trust’s Portfolio XVV Stock Details XVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$906K Hold
20,483
– – 0.02% 529
2024
Q2 		$861K Hold
20,483
– – 0.02% 522
2024
Q1 		$825K Buy
+20,483
New +$825K 0.02% 519