Sage Mountain Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Sage Mountain Advisors’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
2025 Q2	$803K	Buy
2025 Q1	$665K	Buy
2024 Q4	$637K	Buy
2024 Q3	$592K	Buy