Blankinship & Foster’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Blankinship & Foster’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
2022 Q2	–	Sell	-6,288	Closed	-$230K	–	58
2022 Q1	$230K	Buy	6,288 +16	+0.3%	+$582	0.09%	50
2021 Q4	$244K	Buy	6,272 +43	+0.7%	+$1.64K	0.09%	51
2021 Q3	$225K	Buy	+6,229	New	+$231K	0.09%	51

Other funds holding XJH

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blankinship & Foster's XJH Position: Q2 2022 in Review

Blankinship & Foster sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2022, closing a stake of 6,288 shares — an estimated $230K sold.

Blankinship & Foster first reported a position in XJH in Q3 2021 and held it in 3 quarters. The position peaked at $244K in Q4 2021. 47 funds tracked by Wall St. Rank hold XJH as of Q2 2022.

Blankinship & Foster reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Blankinship & Foster sold 6,288 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2022, an estimated $230K.
Blankinship & Foster first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2021 and held it in 3 quarters.
Blankinship & Foster's iShares ESG Screened S&P Mid-Cap ETF position peaked at $244K in Q4 2021.
47 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2022.

Based on Blankinship & Foster's 13F filing for Q2 2022, filed 10 Aug 2022.