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
Q3 		– Sell
-5,865
Closed -$283K – 3718
2025
Q2 		$283K Sell
5,865
-811
-12% -$35.6K ﹤0.01% 2692
2025
Q1 		$286K Buy
6,676
+297
+5% +$13.4K ﹤0.01% 2484
2024
Q4 		$289K Buy
+6,379
New +$290K ﹤0.01% 2415

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return

Wealth Enhancement Advisory Services's XVV Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q3 2025, closing a stake of 5,865 shares — an estimated $283K sold.

Wealth Enhancement Advisory Services first reported a position in XVV in Q4 2024 and held it in 3 quarters. The position peaked at $289K in Q4 2024. 117 funds tracked by Wall St. Rank hold XVV as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining iShares ESG Screened S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 5,865 iShares ESG Screened S&P 500 ETF shares in Q3 2025, an estimated $283K.
  • Wealth Enhancement Advisory Services first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2024 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's iShares ESG Screened S&P 500 ETF position peaked at $289K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.