William Blair & Company’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

William Blair & Company’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	$200K	Hold	4,073	–	–	﹤0.01%	1485
2025 Q4	$215K	Hold	4,073	–	–	﹤0.01%	1436
2025 Q3	$210K	Hold	4,073	–	–	﹤0.01%	1449
2025 Q2	$194K	Hold	4,073	–	–	﹤0.01%	1428
2025 Q1	$174K	Hold	4,073	–	–	﹤0.01%	1424
2024 Q4	$185K	Buy	4,073 +3,700	+992%	+$168K	﹤0.01%	1448
2024 Q3	$16.5K	Hold	373	–	–	﹤0.01%	1718
2024 Q2	$15.7K	Buy	+373	New	+$15K	﹤0.01%	1712

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 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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

William Blair & Company's XVV Position: Q1 2026 in Review

William Blair & Company held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q1 2026 at 4,073 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

William Blair & Company first reported a position in XVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $215K in Q4 2025. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

William Blair & Company held 4,073 shares of iShares ESG Screened S&P 500 ETF worth $200K as of Q1 2026.
William Blair & Company 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 William Blair & Company's portfolio in Q1 2026, its #1485 holding.
William Blair & Company first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
William Blair & Company's iShares ESG Screened S&P 500 ETF position peaked at $215K in Q4 2025.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.