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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell
2022 Q3	$124K	Sell
2022 Q2	$134K	Buy
2022 Q1	$50K	Buy