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Blue Trust Inc’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Blue Trust Inc’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
Q3 		– Sell
-63
Closed -$2K – 2356
2022
Q2 		$2K Buy
+63
New +$2.1K ﹤0.01% 1715

Other funds holding XJH

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FC
Fulcrum Capital Seattle, Washington $461M AUM 17.82% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return
Jane Street
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Blue Trust Inc's XJH Position: Q3 2022 in Review

Blue Trust Inc sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q3 2022, closing a stake of 63 shares — an estimated $2K sold.

Blue Trust Inc first reported a position in XJH in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 52 funds tracked by Wall St. Rank hold XJH as of Q3 2022.

  • Blue Trust Inc reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Blue Trust Inc sold 63 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2022, an estimated $2K.
  • Blue Trust Inc first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2022 and held it in 1 quarter.
  • Blue Trust Inc's iShares ESG Screened S&P Mid-Cap ETF position peaked at $2K in Q2 2022.
  • 52 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2022.

Based on Blue Trust Inc's 13F filing for Q3 2022, filed 21 Oct 2022.