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

Blue Trust Inc’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
2026
Q2 		– Sell
-768
Closed -$33.4K – 2666
2026
Q1 		$33.4K Buy
768
+113
+17% +$5.05K ﹤0.01% 1477
2025
Q4 		$27.9K Hold
655
– – ﹤0.01% 1568
2025
Q3 		$27.9K Hold
655
– – ﹤0.01% 1582
2025
Q2 		$25.9K Hold
655
– – ﹤0.01% 1613
2025
Q1 		$24.6K Buy
655
+58
+10% +$2.34K ﹤0.01% 1592
2024
Q4 		$24.5K Hold
597
– – ﹤0.01% 1545
2024
Q3 		$22.6K Hold
597
– – ﹤0.01% 1895
2024
Q2 		$23.4K Hold
597
– – ﹤0.01% 1586
2024
Q1 		$23.4K Hold
597
– – ﹤0.01% 1172
2023
Q4 		$20K Buy
597
+11
+2% +$373 ﹤0.01% 1305
2023
Q3 		$21K Buy
586
+37
+7% +$1.3K ﹤0.01% 1165
2023
Q2 		$19K Buy
+549
New +$18.4K ﹤0.01% 1072

Other funds holding XJR

HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Blue Trust Inc's XJR Position: Q2 2026 in Review

Blue Trust Inc sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2026, closing a stake of 768 shares — an estimated $33.4K sold.

Blue Trust Inc first reported a position in XJR in Q2 2023 and held it in 12 quarters. The position peaked at $33.4K in Q1 2026. 20 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Blue Trust Inc reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 768 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $33.4K.
  • Blue Trust Inc first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2023 and held it in 12 quarters.
  • Blue Trust Inc's iShares ESG Screened S&P Small-Cap ETF position peaked at $33.4K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.