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Bradley Foster & Sargent’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Bradley Foster & Sargent’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
Q4 		– Sell
-5,304
Closed -$226K – 549
2025
Q3 		$226K Hold
5,304
– – ﹤0.01% 515
2025
Q2 		$210K Buy
+5,304
New +$198K ﹤0.01% 527

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 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 $1.2B AUM 20.2% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Bradley Foster & Sargent's XJR Position: Q4 2025 in Review

Bradley Foster & Sargent sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q4 2025, closing a stake of 5,304 shares — an estimated $226K sold.

Bradley Foster & Sargent first reported a position in XJR in Q2 2025 and held it in 2 quarters. The position peaked at $226K in Q3 2025. 88 funds tracked by Wall St. Rank hold XJR as of Q4 2025.

  • Bradley Foster & Sargent reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Bradley Foster & Sargent sold 5,304 iShares ESG Screened S&P Small-Cap ETF shares in Q4 2025, an estimated $226K.
  • Bradley Foster & Sargent first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2025 and held it in 2 quarters.
  • Bradley Foster & Sargent's iShares ESG Screened S&P Small-Cap ETF position peaked at $226K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q4 2025.

Based on Bradley Foster & Sargent's 13F filing for Q4 2025, filed 12 Feb 2026.