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

American Portfolios 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
2022 Q3	$2.23K	Sell	75 -700	-90%	-$22.9K	﹤0.01%	3092
2022 Q2	$23.7K	Buy	775 +12	+2%	+$401	﹤0.01%	2140
2022 Q1	$27.9K	Hold	763	–	–	﹤0.01%	2194
2021 Q4	$29.7K	Buy	763 +63	+9%	+$2.41K	﹤0.01%	2138
2021 Q3	$25.3K	Hold	700	–	–	﹤0.01%	2164
2021 Q2	$26K	Buy	+700	New	+$26.1K	﹤0.01%	2086

Other funds holding XJH

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

Fulcrum Capital Seattle, Washington $493M AUM 24.43% 1-Year Est. Return

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

RJA

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

American Portfolios Advisors's XJH Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 90% in Q3 2022, selling an estimated $22.9K and leaving 75 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #3092.

American Portfolios Advisors first reported a position in XJH in Q2 2021 and has held it in 6 quarters since. The position peaked at $29.7K in Q4 2021. 52 funds tracked by Wall St. Rank hold XJH as of Q3 2022.

American Portfolios Advisors held 75 shares of iShares ESG Screened S&P Mid-Cap ETF worth $2.23K as of Q3 2022.
American Portfolios Advisors sold 700 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2022, an estimated $22.9K.
iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3092 holding.
American Portfolios Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2021 and has held it in 6 quarters since.
American Portfolios Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $29.7K in Q4 2021.
52 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.