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Benjamin F. Edwards & Company’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$51K Buy
1,279
+1,021
+396% +$40.5K ﹤0.01% 1328
2024
Q1 		$11K Hold
258
– – ﹤0.01% 1689
2023
Q4 		$10K Hold
258
– – ﹤0.01% 1673
2023
Q3 		$9K Buy
+258
New +$9.19K ﹤0.01% 1436

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Benjamin F. Edwards & Company's XJH Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 396% in Q2 2024, buying an estimated $40.5K and bringing the position to 1,279 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Benjamin F. Edwards & Company first reported a position in XJH in Q3 2023 and has held it in 4 quarters since. 113 funds tracked by Wall St. Rank hold XJH as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,279 shares of iShares ESG Screened S&P Mid-Cap ETF worth $51K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 1,021 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2024, an estimated $40.5K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1328 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2023 and has held it in 4 quarters since.
  • 113 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.