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 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 $1.76B AUM 19.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sage Mountain Advisors's XVV Position: Q1 2026 in Review

Sage Mountain Advisors increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 2.5% in Q1 2026, buying an estimated $21.6K and bringing the position to 17,386 shares worth $856K. The position accounts for 0.06% of the portfolio, ranked #104.

Sage Mountain Advisors first reported a position in XVV in Q3 2024 and has held it in 7 quarters since. The position peaked at $894K in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

Sage Mountain Advisors held 17,386 shares of iShares ESG Screened S&P 500 ETF worth $856K as of Q1 2026.
Sage Mountain Advisors bought 416 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $21.6K.
iShares ESG Screened S&P 500 ETF made up 0.06% of Sage Mountain Advisors's portfolio in Q1 2026, its #104 holding.
Sage Mountain Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
Sage Mountain Advisors's iShares ESG Screened S&P 500 ETF position peaked at $894K in Q4 2025.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.