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
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

KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brown Advisory's XJR Position: Q1 2026 in Review

Brown Advisory increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 542% in Q1 2026, buying an estimated $1.17M and bringing the position to 30,968 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Brown Advisory first reported a position in XJR in Q4 2025 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Brown Advisory held 30,968 shares of iShares ESG Screened S&P Small-Cap ETF worth $1.35M as of Q1 2026.
  • Brown Advisory bought 26,141 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $1.17M.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #765 holding.
  • Brown Advisory first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.