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

Better Money Decisions’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
2025
Q2 		$902K Buy
21,743
+850
+4% +$33.4K 0.55% 34
2025
Q1 		$816K Buy
20,893
+2,296
+12% +$95.6K 0.54% 33
2024
Q4 		$778K Buy
18,597
+392
+2% +$17K 0.54% 34
2024
Q3 		$770K Buy
18,205
+2,058
+13% +$83.9K 0.55% 32
2024
Q2 		$639K Buy
16,147
+1,452
+10% +$57.5K 0.48% 34
2024
Q1 		$604K Sell
14,695
-3
-0% -$115 0.48% 35
2023
Q4 		$554K Buy
14,698
+5,814
+65% +$200K 0.46% 33
2023
Q3 		$301K Buy
8,884
+339
+4% +$12.1K 0.26% 44
2023
Q2 		$304K Buy
8,545
+538
+7% +$18.2K 0.25% 51
2023
Q1 		$272K Buy
8,007
+1,554
+24% +$53.8K 0.23% 52
2022
Q4 		$212K Buy
+6,453
New +$211K 0.18% 63
2022
Q3 		– Sell
-3,822
Closed -$117K – 455
2022
Q2 		$117K Buy
+3,822
New +$128K 0.1% 85

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 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 $1.19B AUM 15.91% 1-Year Est. Return

Better Money Decisions's XJH Position: Q2 2025 in Review

Better Money Decisions increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 4.1% in Q2 2025, buying an estimated $33.4K and bringing the position to 21,743 shares worth $902K. The position accounts for 0.55% of the portfolio, ranked #34.

Better Money Decisions first reported a position in XJH in Q2 2022 and has held it in 12 quarters since. 156 funds tracked by Wall St. Rank hold XJH as of Q2 2025.

  • Better Money Decisions held 21,743 shares of iShares ESG Screened S&P Mid-Cap ETF worth $902K as of Q2 2025.
  • Better Money Decisions bought 850 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2025, an estimated $33.4K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.55% of Better Money Decisions's portfolio in Q2 2025, its #34 holding.
  • Better Money Decisions first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2022 and has held it in 12 quarters since.
  • 156 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.