Sargent Bickham Lagudis’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Sargent Bickham Lagudis’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 Q4	$8.53K	Hold	300	–	–	﹤0.01%	753
2022 Q3	$8K	Hold	300	–	–	﹤0.01%	737
2022 Q2	$9K	Hold	300	–	–	﹤0.01%	719
2022 Q1	$10K	Hold	300	–	–	﹤0.01%	718
2021 Q4	$11K	Buy	+300	New	+$10.6K	﹤0.01%	705

Other funds holding XVV

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WBG

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

APW

Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Sargent Bickham Lagudis's XVV Position: Q4 2022 in Review

Sargent Bickham Lagudis held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q4 2022 at 300 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Sargent Bickham Lagudis first reported a position in XVV in Q4 2021 and has held it in 5 quarters since. The position peaked at $11K in Q4 2021. 60 funds tracked by Wall St. Rank hold XVV as of Q4 2022.

Sargent Bickham Lagudis held 300 shares of iShares ESG Screened S&P 500 ETF worth $8.53K as of Q4 2022.
Sargent Bickham Lagudis left its iShares ESG Screened S&P 500 ETF share count unchanged in Q4 2022.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #753 holding.
Sargent Bickham Lagudis first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2021 and has held it in 5 quarters since.
Sargent Bickham Lagudis's iShares ESG Screened S&P 500 ETF position peaked at $11K in Q4 2021.
60 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.