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

Walkner Condon 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 		$206K Buy
+3,621
New +$200K 0.02% 333

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
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
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

Walkner Condon Financial Advisors's XVV Position: Q2 2026 in Review

Walkner Condon Financial Advisors opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026: 3,621 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #333 among its holdings.

159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • Walkner Condon Financial Advisors held 3,621 shares of iShares ESG Screened S&P 500 ETF worth $206K as of Q2 2026.
  • iShares ESG Screened S&P 500 ETF was a new Walkner Condon Financial Advisors position in Q2 2026.
  • iShares ESG Screened S&P 500 ETF made up 0.02% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #333 holding.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.