BPA
XJH icon

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

Beacon Pointe 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
2026
Q2 		$6.22M Sell
119,351
-13,493
-10% -$667K 0.03% 457
2026
Q1 		$6.03M Buy
+132,844
New +$6.22M 0.03% 429

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
B
Bailard Foster City, California $4.91B AUM 31.75% 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

Beacon Pointe Advisors's XJH Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 10% in Q2 2026, selling an estimated $667K and leaving 119,351 shares worth $6.22M. The position accounts for 0.03% of the portfolio, ranked #457.

Beacon Pointe Advisors first reported a position in XJH in Q1 2026 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Beacon Pointe Advisors held 119,351 shares of iShares ESG Screened S&P Mid-Cap ETF worth $6.22M as of Q2 2026.
  • Beacon Pointe Advisors sold 13,493 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $667K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #457 holding.
  • Beacon Pointe Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.