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Two Sigma Securities’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Two Sigma Securities’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
2023
Q4 		– Sell
-9,323
Closed -$302K – 3683
2023
Q3 		$302K Buy
+9,323
New +$316K ﹤0.01% 1953

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Two Sigma Securities's XVV Position: Q4 2023 in Review

Two Sigma Securities sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q4 2023, closing a stake of 9,323 shares — an estimated $302K sold.

Two Sigma Securities first reported a position in XVV in Q3 2023 and held it in 1 quarter. The position peaked at $302K in Q3 2023. 71 funds tracked by Wall St. Rank hold XVV as of Q4 2023.

  • Two Sigma Securities reported no remaining iShares ESG Screened S&P 500 ETF position as of Q4 2023 after selling out during the quarter.
  • Two Sigma Securities sold 9,323 iShares ESG Screened S&P 500 ETF shares in Q4 2023, an estimated $302K.
  • Two Sigma Securities first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2023 and held it in 1 quarter.
  • Two Sigma Securities's iShares ESG Screened S&P 500 ETF position peaked at $302K in Q3 2023.
  • 71 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q4 2023.

Based on Two Sigma Securities's 13F filing for Q4 2023, filed 14 Feb 2024.