UBS Group
XVV icon

UBS Group’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

UBS Group’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
2024
Q3 		– Sell
-443
Closed -$18.6K – 10137
2024
Q2 		$18.6K Buy
443
+361
+440% +$14.5K ﹤0.01% 7346
2024
Q1 		$3.3K Buy
82
+38
+86% +$1.46K ﹤0.01% 7749
2023
Q4 		$1.6K Sell
44
-811
-95% -$27.6K ﹤0.01% 8267
2023
Q3 		$27.7K Buy
855
+422
+97% +$14.3K ﹤0.01% 6627
2023
Q2 		$14.6K Sell
433
-1,488
-77% -$47.2K ﹤0.01% 7008
2023
Q1 		$59.4K Buy
1,921
+1,112
+137% +$33.3K ﹤0.01% 6321
2022
Q4 		$23K Buy
+809
New +$23.2K ﹤0.01% 7503
2022
Q2 		– Sell
-480
Closed -$17K – 11029
2022
Q1 		$17K Buy
+480
New +$16.3K ﹤0.01% 7673

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

UBS Group's XVV Position: Q3 2024 in Review

UBS Group sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q3 2024, closing a stake of 443 shares — an estimated $18.6K sold.

UBS Group first reported a position in XVV in Q1 2022 and held it in 8 quarters. The position peaked at $59.4K in Q1 2023. 98 funds tracked by Wall St. Rank hold XVV as of Q3 2024.

  • UBS Group reported no remaining iShares ESG Screened S&P 500 ETF position as of Q3 2024 after selling out during the quarter.
  • UBS Group sold 443 iShares ESG Screened S&P 500 ETF shares in Q3 2024, an estimated $18.6K.
  • UBS Group first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2022 and held it in 8 quarters.
  • UBS Group's iShares ESG Screened S&P 500 ETF position peaked at $59.4K in Q1 2023.
  • 98 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2024.

Based on UBS Group's 13F filing for Q3 2024, filed 14 Nov 2024.