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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-171	Closed	-$4.86K	–	3431
2022 Q4	$4.86K	Sell	171 -4,005	-96%	-$114K	﹤0.01%	2784
2022 Q3	$112K	Buy	4,176 +1,805	+76%	+$48.4K	﹤0.01%	1450
2022 Q2	$67K	Buy	+2,371	New	+$67K	﹤0.01%	1665