Veridan Wealth’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Veridan Wealth’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	$577K	Sell	10,164 -45	-0.4%	-$2.49K	0.2%	51
2026 Q1	$502K	Sell	10,209 -239	-2%	-$12.4K	0.19%	49
2025 Q4	$551K	Sell	10,448 -152	-1%	-$7.94K	0.19%	48
2025 Q3	$546K	Buy	+10,600	New	+$525K	0.19%	46
2025 Q1	$465K	Sell	10,861 -2,597	-19%	-$118K	0.21%	48
2024 Q4	$621K	Buy	+13,458	New	+$612K	0.29%	45
2024 Q2	$505K	Buy	+10,596	New	+$426K	0.2%	47

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Veridan Wealth's XVV Position: Q2 2026 in Review

Veridan Wealth reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 0.44% in Q2 2026, selling an estimated $2.49K and leaving 10,164 shares worth $577K. The position accounts for 0.2% of the portfolio, ranked #51.

Veridan Wealth first reported a position in XVV in Q2 2024 and has held it in 7 quarters since. The position peaked at $621K in Q4 2024. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Veridan Wealth held 10,164 shares of iShares ESG Screened S&P 500 ETF worth $577K as of Q2 2026.
Veridan Wealth sold 45 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $2.49K.
iShares ESG Screened S&P 500 ETF made up 0.2% of Veridan Wealth's portfolio in Q2 2026, its #51 holding.
Veridan Wealth first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2024 and has held it in 7 quarters since.
Veridan Wealth's iShares ESG Screened S&P 500 ETF position peaked at $621K in Q4 2024.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.