VFA
XVV icon

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

Valeo 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
2026
Q2 		$287K Buy
5,056
+77
+2% +$4.26K 0.01% 632
2026
Q1 		$245K Buy
4,979
+162
+3% +$8.41K 0.01% 623
2025
Q4 		$254K Buy
4,817
+145
+3% +$7.57K 0.01% 678
2025
Q3 		$241K Buy
+4,672
New +$231K 0.01% 686

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

Valeo Financial Advisors's XVV Position: Q2 2026 in Review

Valeo Financial Advisors increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 1.5% in Q2 2026, buying an estimated $4.26K and bringing the position to 5,056 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #632.

Valeo Financial Advisors first reported a position in XVV in Q3 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Valeo Financial Advisors held 5,056 shares of iShares ESG Screened S&P 500 ETF worth $287K as of Q2 2026.
  • Valeo Financial Advisors bought 77 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $4.26K.
  • iShares ESG Screened S&P 500 ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #632 holding.
  • Valeo Financial Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.