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

Baystate Wealth Management’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	$1.09M	Buy	+28,933	New	+$994K	0.08%	88

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

Baystate Wealth Management's XJH Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q4 2023: 28,933 shares worth $1.09M. The stake represents 0.08% of the portfolio and ranks #88 among its holdings.

93 funds tracked by Wall St. Rank hold XJH as of Q4 2023.

Baystate Wealth Management held 28,933 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.09M as of Q4 2023.
iShares ESG Screened S&P Mid-Cap ETF was a new Baystate Wealth Management position in Q4 2023.
iShares ESG Screened S&P Mid-Cap ETF made up 0.08% of Baystate Wealth Management's portfolio in Q4 2023, its #88 holding.
93 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.