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
2026 Q2	$297K	Buy	5,231 +188	+4%	+$10.4K	0.08%	57
2026 Q1	$248K	Sell	5,043 -234	-4%	-$12.2K	0.08%	60
2025 Q4	$278K	Buy	5,277 +13	+0.2%	+$679	0.09%	52
2025 Q3	$271K	Sell	5,264 -62	-1%	-$3.07K	0.09%	56
2025 Q2	$254K	Buy	+5,326	New	+$234K	0.09%	58

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 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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Whitegate Investment Counselors's XVV Position: Q2 2026 in Review

Whitegate Investment Counselors increased its iShares ESG Screened S&P 500 ETF (XVV) stake by 3.7% in Q2 2026, buying an estimated $10.4K and bringing the position to 5,231 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #57.

Whitegate Investment Counselors first reported a position in XVV in Q2 2025 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Whitegate Investment Counselors held 5,231 shares of iShares ESG Screened S&P 500 ETF worth $297K as of Q2 2026.
Whitegate Investment Counselors bought 188 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $10.4K.
iShares ESG Screened S&P 500 ETF made up 0.08% of Whitegate Investment Counselors's portfolio in Q2 2026, its #57 holding.
Whitegate Investment Counselors first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Whitegate Investment Counselors's 13F filing for Q2 2026, filed 10 Aug 2026.