US Financial Advisors’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
Q1
$1.34M Buy
2024
Q4
$1.35M Sell
2024
Q3
$1.34M Sell
2024
Q2
$1.54M Sell
2024
Q1
$1.6M Buy
2023
Q4
$1.44M Buy
2023
Q3
$1.18M Buy
2023
Q2
$1.15M Sell
2023
Q1
$1.15M Buy
2022
Q4
$988K Buy