Topel & Distasi Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Topel & Distasi Wealth Management’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	$293K	Sell	5,153 -83	-2%	-$4.59K	0.14%	52
2026 Q1	$258K	Sell	5,236 -934	-15%	-$48.5K	0.13%	55
2025 Q4	$325K	Sell	6,170 -17	-0.3%	-$888	0.16%	56
2025 Q3	$319K	Sell	6,187 -571	-8%	-$28.3K	0.16%	56
2025 Q2	$322K	Hold	6,758	–	–	0.17%	55
2025 Q1	$289K	Buy	6,758 +22	+0.3%	+$996	0.14%	68
2024 Q4	$305K	Sell	6,736 -213	-3%	-$9.68K	0.13%	68
2024 Q3	$307K	Sell	6,949 -74	-1%	-$3.15K	0.13%	69
2024 Q2	$295K	Hold	7,023	–	–	0.13%	66
2024 Q1	$283K	Sell	7,023 -527	-7%	-$20.2K	0.13%	67
2023 Q4	$275K	Sell	7,550 -340	-4%	-$11.6K	0.13%	65
2023 Q3	$256K	Sell	7,890 -410	-5%	-$13.9K	0.13%	68
2023 Q2	$281K	Hold	8,300	–	–	0.14%	67
2023 Q1	$256K	Hold	8,300	–	–	0.13%	69
2022 Q4	$236K	Buy	8,300 +260	+3%	+$7.45K	0.13%	68
2022 Q3	$237K	Buy	+8,040	New	+$241K	0.13%	68

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

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

Topel & Distasi Wealth Management's XVV Position: Q2 2026 in Review

Topel & Distasi Wealth Management reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 1.6% in Q2 2026, selling an estimated $4.59K and leaving 5,153 shares worth $293K. The position accounts for 0.14% of the portfolio, ranked #52.

Topel & Distasi Wealth Management first reported a position in XVV in Q3 2022 and has held it in 16 quarters since. The position peaked at $325K in Q4 2025. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Topel & Distasi Wealth Management held 5,153 shares of iShares ESG Screened S&P 500 ETF worth $293K as of Q2 2026.
Topel & Distasi Wealth Management sold 83 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $4.59K.
iShares ESG Screened S&P 500 ETF made up 0.14% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #52 holding.
Topel & Distasi Wealth Management first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
Topel & Distasi Wealth Management's iShares ESG Screened S&P 500 ETF position peaked at $325K in Q4 2025.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.