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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$16.5K	Buy	346 +27	+8%	+$1.29K	﹤0.01%	476
2025 Q1	$13.6K	Hold	319	–	–	﹤0.01%	469
2024 Q4	$14.5K	Buy	+319	New	+$14.5K	﹤0.01%	434