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

Bartlett & Co’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	$32K	Hold	850	–	–	﹤0.01%	782
2023 Q3	$29K	Hold	850	–	–	﹤0.01%	748
2023 Q2	$30K	Hold	850	–	–	﹤0.01%	749
2023 Q1	$29K	Sell	850 -1,060	-55%	-$36.7K	﹤0.01%	655
2022 Q4	$63K	Buy	1,910 +1,060	+125%	+$34.7K	﹤0.01%	547
2022 Q3	$25K	Hold	850	–	–	﹤0.01%	672
2022 Q2	$26K	Hold	850	–	–	﹤0.01%	686
2022 Q1	$31K	Buy	+850	New	+$30.9K	﹤0.01%	663

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

Bartlett & Co's XJH Position: Q4 2023 in Review

Bartlett & Co held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q4 2023 at 850 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Bartlett & Co first reported a position in XJH in Q1 2022 and has held it in 8 quarters since. The position peaked at $63K in Q4 2022. 93 funds tracked by Wall St. Rank hold XJH as of Q4 2023.

Bartlett & Co held 850 shares of iShares ESG Screened S&P Mid-Cap ETF worth $32K as of Q4 2023.
Bartlett & Co left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q4 2023.
iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #782 holding.
Bartlett & Co first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2022 and has held it in 8 quarters since.
Bartlett & Co's iShares ESG Screened S&P Mid-Cap ETF position peaked at $63K in Q4 2022.
93 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.