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
2026 Q2	$987K	Hold	17,386	–	–	0.06%	100
2026 Q1	$856K	Buy	17,386 +416	+2%	+$21.6K	0.06%	104
2025 Q4	$894K	Hold	16,970	–	–	0.05%	181
2025 Q3	$874K	Buy	16,970 +142	+0.8%	+$7.03K	0.05%	184
2025 Q2	$803K	Buy	16,828 +1,288	+8%	+$56.5K	0.05%	173
2025 Q1	$665K	Buy	15,540 +1,467	+10%	+$66.4K	0.05%	176
2024 Q4	$637K	Buy	14,073 +683	+5%	+$31.1K	0.05%	172
2024 Q3	$592K	Buy	+13,390	New	+$571K	0.05%	171

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Sage Mountain Advisors's XVV Position: Q2 2026 in Review

Sage Mountain Advisors held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q2 2026 at 17,386 shares worth $987K. The position accounts for 0.06% of the portfolio, ranked #100.

Sage Mountain Advisors first reported a position in XVV in Q3 2024 and has held it in 8 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Sage Mountain Advisors held 17,386 shares of iShares ESG Screened S&P 500 ETF worth $987K as of Q2 2026.
Sage Mountain Advisors left its iShares ESG Screened S&P 500 ETF share count unchanged in Q2 2026.
iShares ESG Screened S&P 500 ETF made up 0.06% of Sage Mountain Advisors's portfolio in Q2 2026, its #100 holding.
Sage Mountain Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.