Cornerstone Financial Management LLC
Position in XVV — iShares ESG Select Screened S&P 500 ETF
CIK 2110329
PROVIDENCE, RI
All Filings in XVV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 XVV | $1,233,365 | 21,718 | Shares | Sole | 2026-08-28 | |
| 2026-03-31 XVV | $936,115 | 19,019 | Shares | Sole | 2026-08-28 | |
| 2025-12-31 XVV | $1,012,999 | 19,222 | Shares | Sole | 2026-08-28 | |
| No filing history on record for this holder in this stock. | ||||||