Sound Stewardship’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Sound Stewardship’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	$1.04M	Buy	17,836 +1,762	+11%	+$102K	0.42%	34
2026 Q2	$913K	Buy	16,074 +32	+0.2%	+$1.77K	0.38%	34
2026 Q1	$790K	Buy	16,042 +620	+4%	+$32.2K	0.36%	34
2025 Q4	$813K	Sell	15,422 -3,705	-19%	-$193K	0.39%	34
2025 Q3	$985K	Buy	19,127 +429	+2%	+$21.2K	0.47%	31
2025 Q2	$892K	Buy	+18,698	New	+$821K	0.46%	32

Other funds holding XVV

WFA

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 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

SFM LLC Manchester, New Hampshire $199M AUM 11.66% 1-Year Est. Return

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

Sound Stewardship's XVV Position: Q3 2026 in Review

Sound Stewardship increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 11% in Q3 2026, buying an estimated $102K and bringing the position to 17,836 shares worth $1.04M. The position accounts for 0.42% of the portfolio, ranked #34.

Sound Stewardship first reported a position in XVV in Q2 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold XVV as of Q3 2026.

Sound Stewardship held 17,836 shares of iShares ESG Screened S&P 500 ETF worth $1.04M as of Q3 2026.
Sound Stewardship bought 1,762 iShares ESG Screened S&P 500 ETF shares in Q3 2026, an estimated $102K.
iShares ESG Screened S&P 500 ETF made up 0.42% of Sound Stewardship's portfolio in Q3 2026, its #34 holding.
Sound Stewardship first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
21 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.