Steward Partners Investment Advisory’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Steward Partners Investment Advisory’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 Q1	$77.2K	Buy	+1,569	New	+$81.5K	﹤0.01%	2532
2023 Q1	–	Sell	-171	Closed	-$4.86K	–	3431
2022 Q4	$4.86K	Sell	171 -4,005	-96%	-$115K	﹤0.01%	2784
2022 Q3	$112K	Buy	4,176 +1,805	+76%	+$54.1K	﹤0.01%	1450
2022 Q2	$67K	Buy	+2,371	New	+$73.1K	﹤0.01%	1665

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Steward Partners Investment Advisory's XVV Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q1 2026: 1,569 shares worth $77.2K. The stake represents ﹤0.01% of the portfolio and ranks #2532 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in XVV as recently as Q4 2022.

Steward Partners Investment Advisory first reported a position in XVV in Q2 2022 and has held it in 4 quarters since. The position peaked at $112K in Q3 2022. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

Steward Partners Investment Advisory held 1,569 shares of iShares ESG Screened S&P 500 ETF worth $77.2K as of Q1 2026.
iShares ESG Screened S&P 500 ETF was a new Steward Partners Investment Advisory position in Q1 2026.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2532 holding.
Steward Partners Investment Advisory first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2022 and has held it in 4 quarters since.
Steward Partners Investment Advisory's iShares ESG Screened S&P 500 ETF position peaked at $112K in Q3 2022.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.