SAS
XVV icon

Sanford Advisory Services’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Sanford Advisory Services’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
2022
Q2 		– Sell
-5,853
Closed -$201K – 125
2022
Q1 		$201K Hold
5,853
– – 0.05% 108
2021
Q4 		$215K Buy
+5,853
New +$207K 0.05% 104

Other funds holding XVV

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Sanford Advisory Services's XVV Position: Q2 2022 in Review

Sanford Advisory Services sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q2 2022, closing a stake of 5,853 shares — an estimated $201K sold.

Sanford Advisory Services first reported a position in XVV in Q4 2021 and held it in 2 quarters. The position peaked at $215K in Q4 2021. 40 funds tracked by Wall St. Rank hold XVV as of Q2 2022.

  • Sanford Advisory Services reported no remaining iShares ESG Screened S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
  • Sanford Advisory Services sold 5,853 iShares ESG Screened S&P 500 ETF shares in Q2 2022, an estimated $201K.
  • Sanford Advisory Services first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2021 and held it in 2 quarters.
  • Sanford Advisory Services's iShares ESG Screened S&P 500 ETF position peaked at $215K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2022.

Based on Sanford Advisory Services's 13F filing for Q2 2022, filed 28 Jul 2022.