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SFM LLC’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

SFM LLC’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 		$537K Buy
+9,206
New +$535K 0.27% 43

Other funds holding XVV

WFA
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

SFM LLC's XVV Position: Q3 2026 in Review

SFM LLC opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q3 2026: 9,206 shares worth $537K. The stake represents 0.27% of the portfolio and ranks #43 among its holdings.

21 funds tracked by Wall St. Rank hold XVV as of Q3 2026.

  • SFM LLC held 9,206 shares of iShares ESG Screened S&P 500 ETF worth $537K as of Q3 2026.
  • iShares ESG Screened S&P 500 ETF was a new SFM LLC position in Q3 2026.
  • iShares ESG Screened S&P 500 ETF made up 0.27% of SFM LLC's portfolio in Q3 2026, its #43 holding.
  • 21 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2026.

Based on SFM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.