Rockefeller Capital Management
XVV icon

Rockefeller Capital Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Rockefeller Capital 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
Q1 		$350K Buy
7,101
+800
+13% +$41.5K ﹤0.01% 2174
2025
Q4 		$332K Hold
6,301
– – ﹤0.01% 2111
2025
Q3 		$325K Buy
+6,301
New +$312K ﹤0.01% 1980

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Rockefeller Capital Management's XVV Position: Q1 2026 in Review

Rockefeller Capital Management increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 13% in Q1 2026, buying an estimated $41.5K and bringing the position to 7,101 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

Rockefeller Capital Management first reported a position in XVV in Q3 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Rockefeller Capital Management held 7,101 shares of iShares ESG Screened S&P 500 ETF worth $350K as of Q1 2026.
  • Rockefeller Capital Management bought 800 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $41.5K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2174 holding.
  • Rockefeller Capital Management first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.