WIC
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Whitegate Investment Counselors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Whitegate Investment Counselors’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 		$271K Sell
2025
Q2 		$254K Buy