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

American Portfolios Advisors’s Portfolio XJR Stock Details XJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$12.8K	Sell	419 -332	-44%	-$11.3K	﹤0.01%	2405
2022 Q2	$24.3K	Buy	751 +14	+2%	+$486	﹤0.01%	2126
2022 Q1	$27.9K	Hold	737	–	–	﹤0.01%	2193
2021 Q4	$30K	Buy	737 +60	+9%	+$2.42K	﹤0.01%	2130
2021 Q3	$26.1K	Buy	677 +427	+171%	+$16.7K	﹤0.01%	2139
2021 Q2	$9.97K	Buy	+250	New	+$9.94K	﹤0.01%	2517

Other funds holding XJR

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

APW

Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JFA

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

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

American Portfolios Advisors reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 44% in Q3 2022, selling an estimated $11.3K and leaving 419 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2405.

American Portfolios Advisors first reported a position in XJR in Q2 2021 and has held it in 6 quarters since. The position peaked at $30K in Q4 2021. 24 funds tracked by Wall St. Rank hold XJR as of Q3 2022.

American Portfolios Advisors held 419 shares of iShares ESG Screened S&P Small-Cap ETF worth $12.8K as of Q3 2022.
American Portfolios Advisors sold 332 iShares ESG Screened S&P Small-Cap ETF shares in Q3 2022, an estimated $11.3K.
iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2405 holding.
American Portfolios Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2021 and has held it in 6 quarters since.
American Portfolios Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $30K in Q4 2021.
24 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q3 2022.

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