Sprinkle Financial Consultants’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Sprinkle Financial Consultants’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	$678K	Buy	11,931 +27	+0.2%	+$1.49K	0.27%	62
2026 Q1	$586K	Buy	11,904 +29	+0.2%	+$1.51K	0.27%	61
2025 Q4	$626K	Buy	11,875 +35	+0.3%	+$1.83K	0.32%	56
2025 Q3	$610K	Buy	11,840 +28	+0.2%	+$1.39K	0.34%	54
2025 Q2	$563K	Buy	11,812 +28	+0.2%	+$1.23K	0.34%	54
2025 Q1	$504K	Buy	11,784 +30	+0.3%	+$1.36K	0.32%	50
2024 Q4	$532K	Buy	11,754 +36	+0.3%	+$1.64K	0.36%	45
2024 Q3	$518K	Buy	11,718 +37	+0.3%	+$1.58K	0.37%	45
2024 Q2	$491K	Buy	+11,681	New	+$470K	0.39%	46
2024 Q1	–	Sell	-7,293	Closed	-$265K	–	68
2023 Q4	$265K	Buy	+7,293	New	+$248K	0.27%	51

Other funds holding XVV

University of Cambridge Investment Management Cambridge $93.9M AUM

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return