TFO
XVV icon

Tarbox Family Office’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Tarbox Family Office’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 		$748K Buy
15,203
+1,022
+7% +$53.1K 0.12% 46
2025
Q4 		$747K Sell
14,181
-121
-0.8% -$6.32K 0.12% 52
2025
Q3 		$737K Buy
14,302
+4
+0% +$198 0.11% 56
2025
Q2 		$682K Sell
14,298
-7,859
-35% -$345K 0.1% 57
2025
Q1 		$948K Buy
22,157
+3,509
+19% +$159K 0.16% 39
2024
Q4 		$845K Sell
18,648
-376
-2% -$17.1K 0.14% 43
2024
Q3 		$841K Buy
19,024
+4,422
+30% +$188K 0.14% 45
2024
Q2 		$614K Buy
14,602
+496
+4% +$20K 0.11% 54
2024
Q1 		$568K Buy
14,106
+1,021
+8% +$39.1K 0.1% 60
2023
Q4 		$476K Sell
13,085
-913
-7% -$31K 0.09% 59
2023
Q3 		$454K Buy
+13,998
New +$474K 0.09% 62

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return