SWM
XVV icon

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
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

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

Selective Wealth Management's XVV Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q4 2022, closing a stake of 4,630 shares — an estimated $124K sold.

Selective Wealth Management first reported a position in XVV in Q1 2022 and held it in 3 quarters. The position peaked at $134K in Q2 2022. 60 funds tracked by Wall St. Rank hold XVV as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares ESG Screened S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 4,630 iShares ESG Screened S&P 500 ETF shares in Q4 2022, an estimated $124K.
  • Selective Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's iShares ESG Screened S&P 500 ETF position peaked at $134K in Q2 2022.
  • 60 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.