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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$803K Buy
16,828
+1,288
+8% +$61.4K 0.05% 173
2025
Q1 		$665K Buy
15,540
+1,467
+10% +$62.8K 0.05% 176
2024
Q4 		$637K Buy
14,073
+683
+5% +$30.9K 0.05% 172
2024
Q3 		$592K Buy
+13,390
New +$592K 0.05% 171