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

WCG Wealth 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 Q1	–	Sell	-10,024	Closed	-$528K	–	551
2025 Q4	$528K	Hold	10,024	–	–	0.01%	443
2025 Q3	$516K	Sell	10,024 -101	-1%	-$5K	0.03%	291
2025 Q2	$483K	Hold	10,125	–	–	0.03%	297
2025 Q1	$433K	Hold	10,125	–	–	0.03%	249
2024 Q4	$459K	Hold	10,125	–	–	0.03%	267
2024 Q3	$448K	Hold	10,125	–	–	0.03%	279
2024 Q2	$426K	Hold	10,125	–	–	0.03%	252
2024 Q1	$408K	Hold	10,125	–	–	0.03%	231
2023 Q4	$368K	Hold	10,125	–	–	0.03%	272
2023 Q3	$328K	Hold	10,125	–	–	0.02%	261
2023 Q2	$342K	Hold	10,125	–	–	0.04%	147
2023 Q1	$313K	Buy	+10,125	New	+$303K	0.04%	151

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

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

BCM

Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WCG Wealth Advisors's XVV Position: Q1 2026 in Review

WCG Wealth Advisors sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q1 2026, closing a stake of 10,024 shares — an estimated $528K sold.

WCG Wealth Advisors first reported a position in XVV in Q1 2023 and held it in 12 quarters. The position peaked at $528K in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

WCG Wealth Advisors reported no remaining iShares ESG Screened S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
WCG Wealth Advisors sold 10,024 iShares ESG Screened S&P 500 ETF shares in Q1 2026, an estimated $528K.
WCG Wealth Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2023 and held it in 12 quarters.
WCG Wealth Advisors's iShares ESG Screened S&P 500 ETF position peaked at $528K in Q4 2025.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.