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 Q2	$25.1M	Sell	441,619 -381,421	-46%	-$21.1M	1.28%	9
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 $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 $64.6B AUM 18.98% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WBG

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

JFA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sun Life Financial's XVV Position: Q2 2026 in Review

Sun Life Financial reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 46% in Q2 2026, selling an estimated $21.1M and leaving 441,619 shares worth $25.1M. The position accounts for 1.28% of the portfolio, ranked #9.

Sun Life Financial first reported a position in XVV in Q1 2021 and has held it in 22 quarters since. The position peaked at $340M in Q4 2021. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Sun Life Financial held 441,619 shares of iShares ESG Screened S&P 500 ETF worth $25.1M as of Q2 2026.
Sun Life Financial sold 381,421 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $21.1M.
iShares ESG Screened S&P 500 ETF made up 1.28% of Sun Life Financial's portfolio in Q2 2026, its #9 holding.
Sun Life Financial first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
Sun Life Financial's iShares ESG Screened S&P 500 ETF position peaked at $340M in Q4 2021.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Sun Life Financial's 13F filing for Q2 2026, filed 12 Aug 2026.