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

Better Money Decisions’s Portfolio XJR Stock Details XJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.36M Buy
34,450
+1,469
+4% +$54.9K 0.83% 27
2025
Q1 		$1.24M Buy
32,981
+4,026
+14% +$163K 0.83% 25
2024
Q4 		$1.19M Buy
28,955
+440
+2% +$18.8K 0.83% 25
2024
Q3 		$1.19M Buy
28,515
+218
+0.8% +$8.78K 0.85% 24
2024
Q2 		$1.07M Buy
28,297
+4,825
+21% +$183K 0.81% 26
2024
Q1 		$919K Sell
23,472
-6
-0% -$225 0.73% 28
2023
Q4 		$898K Buy
23,478
+8,200
+54% +$278K 0.75% 27
2023
Q3 		$505K Buy
15,278
+2,567
+20% +$90.1K 0.44% 33
2023
Q2 		$445K Buy
12,711
+355
+3% +$11.9K 0.36% 38
2023
Q1 		$419K Buy
12,356
+3,804
+44% +$133K 0.35% 39
2022
Q4 		$284K Buy
8,552
+1,970
+30% +$66.3K 0.25% 51
2022
Q3 		$202K Buy
6,582
+1,971
+43% +$67.3K 0.2% 57
2022
Q2 		$149K Buy
+4,611
New +$160K 0.13% 69

Other funds holding XJR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Better Money Decisions increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 4.5% in Q2 2025, buying an estimated $54.9K and bringing the position to 34,450 shares worth $1.36M. The position accounts for 0.83% of the portfolio, ranked #27.

Better Money Decisions first reported a position in XJR in Q2 2022 and has held it in 13 quarters since. 84 funds tracked by Wall St. Rank hold XJR as of Q2 2025.

  • Better Money Decisions held 34,450 shares of iShares ESG Screened S&P Small-Cap ETF worth $1.36M as of Q2 2025.
  • Better Money Decisions bought 1,469 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2025, an estimated $54.9K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.83% of Better Money Decisions's portfolio in Q2 2025, its #27 holding.
  • Better Money Decisions first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2022 and has held it in 13 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2025.

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