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

Sagace 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
2024
Q3 		– Sell
-4,740
Closed -$203K – 63
2024
Q2 		$203K Buy
+4,740
New +$191K 0.2% 49

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Sagace Wealth Management's XVV Position: Q3 2024 in Review

Sagace Wealth Management sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q3 2024, closing a stake of 4,740 shares — an estimated $203K sold.

Sagace Wealth Management first reported a position in XVV in Q2 2024 and held it in 1 quarter. The position peaked at $203K in Q2 2024. 98 funds tracked by Wall St. Rank hold XVV as of Q3 2024.

  • Sagace Wealth Management reported no remaining iShares ESG Screened S&P 500 ETF position as of Q3 2024 after selling out during the quarter.
  • Sagace Wealth Management sold 4,740 iShares ESG Screened S&P 500 ETF shares in Q3 2024, an estimated $203K.
  • Sagace Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2024 and held it in 1 quarter.
  • Sagace Wealth Management's iShares ESG Screened S&P 500 ETF position peaked at $203K in Q2 2024.
  • 98 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2024.

Based on Sagace Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.