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 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

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

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

Selective Wealth Management opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026: 3,845 shares worth $218K. The stake represents 0.06% of the portfolio and ranks #124 among its holdings. This is a return to the name: Selective Wealth Management previously reported a position in XVV as recently as Q3 2022.

Selective Wealth Management first reported a position in XVV in Q1 2022 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Selective Wealth Management held 3,845 shares of iShares ESG Screened S&P 500 ETF worth $218K as of Q2 2026.
iShares ESG Screened S&P 500 ETF was a new Selective Wealth Management position in Q2 2026.
iShares ESG Screened S&P 500 ETF made up 0.06% of Selective Wealth Management's portfolio in Q2 2026, its #124 holding.
Selective Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2022 and has held it in 4 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.