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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
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 $1.76B AUM 19.57% 1-Year Est. Return
LPL Financial
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WealthShield Partners's XVV Position: Q1 2026 in Review

WealthShield Partners held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q1 2026 at 313 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

WealthShield Partners first reported a position in XVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.9K in Q3 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

  • WealthShield Partners held 313 shares of iShares ESG Screened S&P 500 ETF worth $15.4K as of Q1 2026.
  • WealthShield Partners left its iShares ESG Screened S&P 500 ETF share count unchanged in Q1 2026.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #514 holding.
  • WealthShield Partners first reported a position in iShares ESG Screened S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • WealthShield Partners's iShares ESG Screened S&P 500 ETF position peaked at $16.9K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.