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 Q2	$231K	Hold	4,073	–	–	﹤0.01%	1518
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 $1.95B 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

William Blair & Company's XVV Position: Q2 2026 in Review

William Blair & Company held its iShares ESG Screened S&P 500 ETF (XVV) position steady in Q2 2026 at 4,073 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

William Blair & Company first reported a position in XVV in Q2 2024 and has held it in 9 quarters since. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

William Blair & Company held 4,073 shares of iShares ESG Screened S&P 500 ETF worth $231K as of Q2 2026.
William Blair & Company left its iShares ESG Screened S&P 500 ETF share count unchanged in Q2 2026.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1518 holding.
William Blair & Company first reported a position in iShares ESG Screened S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.