Brown Advisory
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Brown Advisory’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Brown Advisory’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 		$2.24M Buy
42,464
+11,496
+37% +$557K ﹤0.01% 703
2026
Q1 		$1.35M Buy
30,968
+26,141
+542% +$1.17M ﹤0.01% 765
2025
Q4 		$206K Buy
+4,827
New +$205K ﹤0.01% 1331

Other funds holding XJR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brown Advisory's XJR Position: Q2 2026 in Review

Brown Advisory increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 37% in Q2 2026, buying an estimated $557K and bringing the position to 42,464 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Brown Advisory first reported a position in XJR in Q4 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Brown Advisory held 42,464 shares of iShares ESG Screened S&P Small-Cap ETF worth $2.24M as of Q2 2026.
  • Brown Advisory bought 11,496 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $557K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #703 holding.
  • Brown Advisory first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.