Sun Life Financial’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Sun Life Financial’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	$40.5M	Hold	823,040	–	–	2.3%	10
2025 Q4	$43.4M	Hold	823,040	–	–	2.28%	10
2025 Q3	$42.4M	Hold	823,040	–	–	2.16%	9
2025 Q2	$39.3M	Hold	823,040	–	–	2.15%	9
2025 Q1	$35.2M	Hold	823,040	–	–	2.23%	11
2024 Q4	$37.3M	Hold	823,040	–	–	2.08%	11
2024 Q3	$36.4M	Hold	823,040	–	–	2.03%	11
2024 Q2	$34.6M	Hold	823,040	–	–	2.07%	11
2024 Q1	$33.2M	Hold	823,040	–	–	2.09%	10
2023 Q4	$29.9M	Hold	823,040	–	–	1.81%	9
2023 Q3	$26.7M	Hold	823,040	–	–	1.97%	9
2023 Q2	$27.8M	Hold	823,040	–	–	1.7%	13
2023 Q1	$25.4M	Hold	823,040	–	–	1.8%	10
2022 Q4	$23.4M	Hold	823,040	–	–	1.79%	11
2022 Q3	$22.1M	Hold	823,040	–	–	1.77%	11
2022 Q2	$23.4M	Hold	823,040	–	–	1.76%	10
2022 Q1	$28.3M	Sell	823,040 -8,444,941	-91%	-$287M	1.31%	10
2021 Q4	$340M	Buy	9,267,981 +6,145,074	+197%	+$218M	12.63%	3
2021 Q3	$103M	Buy	3,122,907 +1,371,970	+78%	+$46.6M	5.92%	4
2021 Q2	$57.7M	Buy	1,750,937 +1,075,608	+159%	+$34.4M	2.91%	8
2021 Q1	$20.5M	Buy	+675,329	New	+$19.9M	1.77%	7

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sun Life Financial's XVV Position: Q1 2026 in Review

Sun Life Financial held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q1 2026 at 823,040 shares worth $40.5M. The position accounts for 2.3% of the portfolio, ranked #10.

Sun Life Financial first reported a position in XVV in Q1 2021 and has held it in 21 quarters since. The position peaked at $340M in Q4 2021. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

Sun Life Financial held 823,040 shares of iShares ESG Screened S&P 500 ETF worth $40.5M as of Q1 2026.
Sun Life Financial left its iShares ESG Screened S&P 500 ETF share count unchanged in Q1 2026.
iShares ESG Screened S&P 500 ETF made up 2.3% of Sun Life Financial's portfolio in Q1 2026, its #10 holding.
Sun Life Financial first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
Sun Life Financial's iShares ESG Screened S&P 500 ETF position peaked at $340M in Q4 2021.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Sun Life Financial's 13F filing for Q1 2026, filed 14 May 2026.