RMG Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

RMG Wealth Management’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	$795	Buy	+5	New	+$276	﹤0.01%	505

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

RMG Wealth Management's XVV Position: Q2 2026 in Review

RMG Wealth Management opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026: 5 shares worth $795. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings.

159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

RMG Wealth Management held 5 shares of iShares ESG Screened S&P 500 ETF worth $795 as of Q2 2026.
iShares ESG Screened S&P 500 ETF was a new RMG Wealth Management position in Q2 2026.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #505 holding.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.