Thrivent Financial for Lutherans
XVV icon

Thrivent Financial for Lutherans’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Thrivent Financial for Lutherans’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 		$3.56M Buy
72,370
+5,682
+9% +$295K 0.01% 1073
2025
Q4 		$3.54M Buy
66,688
+3,700
+6% +$193K 0.01% 1094
2025
Q3 		$3.25M Buy
+62,988
New +$3.12M 0.01% 1053
2024
Q3 		– Sell
-21,295
Closed -$896K – 2614
2024
Q2 		$896K Buy
21,295
+3,600
+20% +$145K ﹤0.01% 1925
2024
Q1 		$713K Buy
17,695
+31
+0.2% +$1.19K ﹤0.01% 2079
2023
Q4 		$643K Buy
17,664
+96
+0.5% +$3.26K ﹤0.01% 2112
2023
Q3 		$571K Hold
17,568
– – ﹤0.01% 2070
2023
Q2 		$586K Sell
17,568
-932
-5% -$29.6K ﹤0.01% 2113
2023
Q1 		$563K Buy
18,500
+47
+0.3% +$1.41K ﹤0.01% 2087
2022
Q4 		$527K Buy
18,453
+2,865
+18% +$82.1K ﹤0.01% 2093
2022
Q3 		$425K Hold
15,588
– – ﹤0.01% 2132
2022
Q2 		$443K Buy
15,588
+3,315
+27% +$102K ﹤0.01% 2136
2022
Q1 		$422K Buy
+12,273
New +$418K ﹤0.01% 2253

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 $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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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 $1.32B AUM 24.95% 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

Thrivent Financial for Lutherans's XVV Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 8.5% in Q1 2026, buying an estimated $295K and bringing the position to 72,370 shares worth $3.56M. The position accounts for 0.01% of the portfolio, ranked #1073.

Thrivent Financial for Lutherans first reported a position in XVV in Q1 2022 and has held it in 13 quarters since. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • Thrivent Financial for Lutherans held 72,370 shares of iShares ESG Screened S&P 500 ETF worth $3.56M as of Q1 2026.
  • Thrivent Financial for Lutherans bought 5,682 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $295K.
  • iShares ESG Screened S&P 500 ETF made up 0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #1073 holding.
  • Thrivent Financial for Lutherans first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2022 and has held it in 13 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.