Wealth Enhancement Advisory Services
XVV icon

Wealth Enhancement Advisory Services’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$283K Sell
2025
Q1 		$286K Buy
2024
Q4 		$289K Buy