Sun Life Financial’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $42.4M | Hold |
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|
2025
Q2 | $39.3M | Hold |
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2025
Q1 | $35.2M | Hold |
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|
2024
Q4 | $37.3M | Hold |
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|
2024
Q3 | $36.4M | Hold |
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|
2024
Q2 | $34.6M | Hold |
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|
2024
Q1 | $33.2M | Hold |
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|
2023
Q4 | $29.9M | Hold |
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|
2023
Q3 | $26.7M | Hold |
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|
2023
Q2 | $27.8M | Hold |
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|
2023
Q1 | $25.4M | Hold |
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|
2022
Q4 | $23.4M | Hold |
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|
2022
Q3 | $22.1M | Hold |
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|
2022
Q2 | $23.4M | Hold |
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|
2022
Q1 | $28.3M | Sell |
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|
2021
Q4 | $340M | Buy |
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|
2021
Q3 | $103M | Buy |
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|
2021
Q2 | $57.7M | Buy |
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|
2021
Q1 | $20.5M | Buy |
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