Sculati Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Sculati Wealth Management’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	$303K	Buy	+5,332	New	+$295K	0.1%	106

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

Sculati Wealth Management's XVV Position: Q2 2026 in Review

Sculati Wealth Management opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026: 5,332 shares worth $303K. The stake represents 0.1% of the portfolio and ranks #106 among its holdings.

159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Sculati Wealth Management held 5,332 shares of iShares ESG Screened S&P 500 ETF worth $303K as of Q2 2026.
iShares ESG Screened S&P 500 ETF was a new Sculati Wealth Management position in Q2 2026.
iShares ESG Screened S&P 500 ETF made up 0.1% of Sculati Wealth Management's portfolio in Q2 2026, its #106 holding.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.