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

US 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
2025 Q1	$1.34M	Buy	31,236 +1,359	+5%	+$61.5K	0.4%	38
2024 Q4	$1.35M	Sell	29,877 -380	-1%	-$17.3K	0.42%	35
2024 Q3	$1.34M	Sell	30,257 -6,279	-17%	-$268K	0.42%	37
2024 Q2	$1.54M	Sell	36,536 -3,158	-8%	-$127K	0.52%	35
2024 Q1	$1.6M	Buy	39,694 +250	+0.6%	+$9.58K	0.55%	33
2023 Q4	$1.44M	Buy	39,444 +3,012	+8%	+$102K	0.53%	33
2023 Q3	$1.18M	Buy	36,432 +2,469	+7%	+$83.6K	0.49%	35
2023 Q2	$1.15M	Sell	33,963 -3,314	-9%	-$105K	0.49%	30
2023 Q1	$1.15M	Buy	37,277 +2,528	+7%	+$75.7K	0.51%	31
2022 Q4	$988K	Buy	+34,749	New	+$995K	0.5%	31

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 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

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

US Financial Advisors's XVV Position: Q1 2025 in Review

US Financial Advisors increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 4.5% in Q1 2025, buying an estimated $61.5K and bringing the position to 31,236 shares worth $1.34M. The position accounts for 0.4% of the portfolio, ranked #38.

US Financial Advisors first reported a position in XVV in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.6M in Q1 2024. 109 funds tracked by Wall St. Rank hold XVV as of Q1 2025.

US Financial Advisors held 31,236 shares of iShares ESG Screened S&P 500 ETF worth $1.34M as of Q1 2025.
US Financial Advisors bought 1,359 iShares ESG Screened S&P 500 ETF shares in Q1 2025, an estimated $61.5K.
iShares ESG Screened S&P 500 ETF made up 0.4% of US Financial Advisors's portfolio in Q1 2025, its #38 holding.
US Financial Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2022 and has held it in 10 quarters since.
US Financial Advisors's iShares ESG Screened S&P 500 ETF position peaked at $1.6M in Q1 2024.
109 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.