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

Selective 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 Q3	$226K	Hold	3,845	–	–	0.05%	133
2026 Q2	$218K	Buy	+3,845	New	+$213K	0.06%	124
2022 Q4	–	Sell	-4,630	Closed	-$124K	–	751
2022 Q3	$124K	Sell	4,630 -88	-2%	-$2.64K	0.05%	176
2022 Q2	$134K	Buy	4,718 +3,268	+225%	+$101K	0.05%	189
2022 Q1	$50K	Buy	+1,450	New	+$49.4K	0.02%	301

Other funds holding XVV

University of Cambridge Investment Management Cambridge $96.4M AUM 13.16% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Human Investing Lake Oswego, Oregon $787M AUM 12.01% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Selective Wealth Management's XVV Position: Q3 2026 in Review

Selective Wealth Management held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q3 2026 at 3,845 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #133.

Selective Wealth Management first reported a position in XVV in Q1 2022 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold XVV as of Q3 2026.

Selective Wealth Management held 3,845 shares of iShares ESG Screened S&P 500 ETF worth $226K as of Q3 2026.
Selective Wealth Management left its iShares ESG Screened S&P 500 ETF share count unchanged in Q3 2026.
iShares ESG Screened S&P 500 ETF made up 0.05% of Selective Wealth Management's portfolio in Q3 2026, its #133 holding.
Selective Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2022 and has held it in 5 quarters since.
40 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.