iShares ESG Screened S&P 500 ETF (XVV)

• Market cap: $460M
• 1 day: 0.47%
• 5 days: 1.71%
• 1 month: 2.63%
• 3 months: 10.46%
• 6 months: 17.5%
• Year to date: 13.15%
• 1 year: 17.82%
• 5 years: 106.21%
• 10 years: 106.21%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

59% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 27

12% more capital invested

Capital invested by funds: $128M [Q1] → $143M (+$15M) [Q2]

2% more funds holding

Funds holding: 108 [Q1] → 110 (+2) [Q2]

8.45% less ownership

Funds ownership: 42.51% [Q1] → 34.06% (-8.45%) [Q2]