Royal Bank of Canada
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Royal Bank of Canada’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Royal Bank of Canada’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 		$1.48M Buy
30,155
+6,091
+25% +$316K ﹤0.01% 3322
2025
Q4 		$1.27M Buy
24,064
+922
+4% +$48.1K ﹤0.01% 3481
2025
Q3 		$1.19M Sell
23,142
-9,689
-30% -$480K ﹤0.01% 3838
2025
Q2 		$1.56M Sell
32,831
-3,550
-10% -$156K ﹤0.01% 3502
2025
Q1 		$1.56M Sell
36,381
-6,304
-15% -$285K ﹤0.01% 3131
2024
Q4 		$1.93M Buy
42,685
+7,280
+21% +$331K ﹤0.01% 3055
2024
Q3 		$1.57M Sell
35,405
-6,650
-16% -$283K ﹤0.01% 3163
2024
Q2 		$1.77M Buy
42,055
+1,389
+3% +$55.9K ﹤0.01% 3000
2024
Q1 		$1.64M Buy
40,666
+23,470
+136% +$899K ﹤0.01% 3085
2023
Q4 		$626K Buy
17,196
+1,332
+8% +$45.3K ﹤0.01% 4067
2023
Q3 		$515K Buy
15,864
+7,087
+81% +$240K ﹤0.01% 4014
2023
Q2 		$297K Buy
8,777
+4,868
+125% +$155K ﹤0.01% 4400
2023
Q1 		$121K Sell
3,909
-19,597
-83% -$587K ﹤0.01% 5030
2022
Q4 		$668K Buy
23,506
+14,427
+159% +$413K ﹤0.01% 3847
2022
Q3 		$244K Buy
9,079
+2,529
+39% +$75.8K ﹤0.01% 4607
2022
Q2 		$185K Buy
6,550
+4,505
+220% +$139K ﹤0.01% 4866
2022
Q1 		$70K Sell
2,045
-35,033
-94% -$1.19M ﹤0.01% 5871
2021
Q4 		$1.36M Buy
37,078
+36,398
+5,353% +$1.29M ﹤0.01% 3515
2021
Q3 		$23K Hold
680
– – ﹤0.01% 6639
2021
Q2 		$22K Buy
680
+130
+24% +$4.16K ﹤0.01% 6528
2021
Q1 		$17K Buy
+550
New +$16.2K ﹤0.01% 6534

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 $3.72B AUM 31.98% 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 $30.4B AUM 27.51% 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 $1.32B AUM 24.95% 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

Royal Bank of Canada's XVV Position: Q1 2026 in Review

Royal Bank of Canada increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 25% in Q1 2026, buying an estimated $316K and bringing the position to 30,155 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #3322.

Royal Bank of Canada first reported a position in XVV in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.93M in Q4 2024. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Royal Bank of Canada held 30,155 shares of iShares ESG Screened S&P 500 ETF worth $1.48M as of Q1 2026.
  • Royal Bank of Canada bought 6,091 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $316K.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #3322 holding.
  • Royal Bank of Canada first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
  • Royal Bank of Canada's iShares ESG Screened S&P 500 ETF position peaked at $1.93M in Q4 2024.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.