Topel & Distasi Wealth Management’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
Q2 | $322K | Hold |
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|
2025
Q1 | $289K | Buy |
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|
2024
Q4 | $305K | Sell |
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|
2024
Q3 | $307K | Sell |
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|
2024
Q2 | $295K | Hold |
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|
2024
Q1 | $283K | Sell |
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|
2023
Q4 | $275K | Sell |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $281K | Hold |
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|
2023
Q1 | $256K | Hold |
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|
2022
Q4 | $236K | Buy |
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|
2022
Q3 | $237K | Buy |
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