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

Alesco Advisors’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
2026 Q1	–	Sell	-7,742	Closed	-$346K	–	250
2025 Q4	$346K	Hold	7,742	–	–	0.01%	159
2025 Q3	$339K	Hold	7,742	–	–	0.01%	163
2025 Q2	$321K	Buy	7,742 +93	+1%	+$3.66K	0.01%	159
2025 Q1	$299K	Hold	7,649	–	–	0.01%	153
2024 Q4	$320K	Sell	7,649 -66	-0.9%	-$2.85K	0.01%	153
2024 Q3	$326K	Hold	7,715	–	–	0.01%	146
2024 Q2	$305K	Buy	7,715 +170	+2%	+$6.74K	0.01%	153
2024 Q1	$310K	Buy	7,545 +1,870	+33%	+$71.9K	0.01%	149
2023 Q4	$214K	Buy	+5,675	New	+$195K	0.01%	167
2023 Q3	–	Sell	-5,675	Closed	-$202K	–	178
2023 Q2	$202K	Buy	+5,675	New	+$192K	0.01%	164

Other funds holding XJH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Alesco Advisors's XJH Position: Q1 2026 in Review

Alesco Advisors sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q1 2026, closing a stake of 7,742 shares — an estimated $346K sold.

Alesco Advisors first reported a position in XJH in Q2 2023 and held it in 10 quarters. The position peaked at $346K in Q4 2025. 180 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

Alesco Advisors reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Alesco Advisors sold 7,742 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2026, an estimated $346K.
Alesco Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2023 and held it in 10 quarters.
Alesco Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $346K in Q4 2025.
180 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on Alesco Advisors's 13F filing for Q1 2026, filed 13 May 2026.