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

Bailard’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
Q2 		$11.6M Buy
222,809
+5,393
+2% +$267K 0.24% 92
2026
Q1 		$9.86M Buy
217,416
+3,948
+2% +$185K 0.23% 96
2025
Q4 		$9.53M Buy
213,468
+2,022
+1% +$89.2K 0.21% 99
2025
Q3 		$9.27M Sell
211,446
-2,275
-1% -$98K 0.2% 103
2025
Q2 		$8.87M Sell
213,721
-2,085
-1% -$82K 0.21% 101
2025
Q1 		$8.43M Buy
215,806
+4,762
+2% +$198K 0.22% 98
2024
Q4 		$8.83M Buy
211,044
+5,183
+3% +$224K 0.23% 99
2024
Q3 		$8.71M Buy
205,861
+5,811
+3% +$237K 0.23% 97
2024
Q2 		$7.92M Buy
200,050
+583
+0.3% +$23.1K 0.22% 98
2024
Q1 		$8.19M Buy
199,467
+4,048
+2% +$156K 0.23% 98
2023
Q4 		$7.37M Sell
195,419
-2,397
-1% -$82.4K 0.22% 101
2023
Q3 		$6.7M Buy
197,816
+4,392
+2% +$156K 0.22% 96
2023
Q2 		$6.89M Buy
193,424
+4,021
+2% +$136K 0.24% 92
2023
Q1 		$6.44M Buy
189,403
+14,121
+8% +$489K 0.23% 96
2022
Q4 		$5.75M Buy
175,282
+34,175
+24% +$1.12M 0.22% 101
2022
Q3 		$4.2M Buy
+141,107
New +$4.61M 0.17% 112

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Bailard's XJH Position: Q2 2026 in Review

Bailard increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 2.5% in Q2 2026, buying an estimated $267K and bringing the position to 222,809 shares worth $11.6M. The position accounts for 0.24% of the portfolio, ranked #92.

Bailard first reported a position in XJH in Q3 2022 and has held it in 16 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Bailard held 222,809 shares of iShares ESG Screened S&P Mid-Cap ETF worth $11.6M as of Q2 2026.
  • Bailard bought 5,393 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $267K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.24% of Bailard's portfolio in Q2 2026, its #92 holding.
  • Bailard first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.