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WealthShield Partners’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

WealthShield Partners’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 		– Sell
-313
Closed -$15.4K – 613
2026
Q1 		$15.4K Hold
313
– – ﹤0.01% 514
2025
Q4 		$16.5K Sell
313
-15
-5% -$783 ﹤0.01% 493
2025
Q3 		$16.9K Sell
328
-18
-5% -$891 ﹤0.01% 486
2025
Q2 		$16.5K Buy
346
+27
+8% +$1.19K ﹤0.01% 477
2025
Q1 		$13.6K Hold
319
– – ﹤0.01% 472
2024
Q4 		$14.4K Buy
+319
New +$14.5K ﹤0.01% 434

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

WealthShield Partners's XVV Position: Q2 2026 in Review

WealthShield Partners sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026, closing a stake of 313 shares — an estimated $15.4K sold.

WealthShield Partners first reported a position in XVV in Q4 2024 and held it in 6 quarters. The position peaked at $16.9K in Q3 2025. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • WealthShield Partners reported no remaining iShares ESG Screened S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 313 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $15.4K.
  • WealthShield Partners first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2024 and held it in 6 quarters.
  • WealthShield Partners's iShares ESG Screened S&P 500 ETF position peaked at $16.9K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.