Advisornet Financial’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Advisornet Financial’s Portfolio XJH Stock Details XJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,517	Closed	-$85.3K	–	2506
2023 Q3	$85.3K	Hold	2,517	–	–	0.01%	654
2023 Q2	$89.7K	Buy	2,517 +95	+4%	+$3.21K	0.01%	671
2023 Q1	$82.3K	Sell	2,422 -260	-10%	-$9.01K	0.01%	668
2022 Q4	$88K	Hold	2,682	–	–	0.01%	650
2022 Q3	$80K	Hold	2,682	–	–	0.01%	713
2022 Q2	$82K	Buy	2,682 +55	+2%	+$1.84K	0.01%	732
2022 Q1	$96K	Buy	+2,627	New	+$95.6K	0.01%	770

Other funds holding XJH

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisornet Financial's XJH Position: Q4 2023 in Review

Advisornet Financial sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q4 2023, closing a stake of 2,517 shares — an estimated $85.3K sold.

Advisornet Financial first reported a position in XJH in Q1 2022 and held it in 7 quarters. The position peaked at $96K in Q1 2022. 93 funds tracked by Wall St. Rank hold XJH as of Q4 2023.

Advisornet Financial reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Advisornet Financial sold 2,517 iShares ESG Screened S&P Mid-Cap ETF shares in Q4 2023, an estimated $85.3K.
Advisornet Financial first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2022 and held it in 7 quarters.
Advisornet Financial's iShares ESG Screened S&P Mid-Cap ETF position peaked at $96K in Q1 2022.
93 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.