William Blair & Company’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
$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 +$15.7K ﹤0.01% 1712