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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,740
Closed -$203K – 62
2024
Q2 		$203K Buy
+4,740
New +$203K 0.2% 48