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United Capital Financial Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

United Capital Financial Advisors’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
Q2 		– Sell
-6,730
Closed -$271K – 1123
2024
Q1 		$271K Buy
+6,730
New +$258K ﹤0.01% 918

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

United Capital Financial Advisors's XVV Position: Q2 2024 in Review

United Capital Financial Advisors sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q2 2024, closing a stake of 6,730 shares — an estimated $271K sold.

United Capital Financial Advisors first reported a position in XVV in Q1 2024 and held it in 1 quarter. The position peaked at $271K in Q1 2024. 90 funds tracked by Wall St. Rank hold XVV as of Q2 2024.

  • United Capital Financial Advisors reported no remaining iShares ESG Screened S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,730 iShares ESG Screened S&P 500 ETF shares in Q2 2024, an estimated $271K.
  • United Capital Financial Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2024 and held it in 1 quarter.
  • United Capital Financial Advisors's iShares ESG Screened S&P 500 ETF position peaked at $271K in Q1 2024.
  • 90 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.