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BSW Wealth Partners’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

BSW Wealth Partners’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
2023
Q2 		– Sell
-13,128
Closed -$445K – 322
2023
Q1 		$445K Sell
13,128
-167
-1% -$5.86K 0.09% 154
2022
Q4 		$442K Buy
+13,295
New +$448K 0.09% 151

Other funds holding XJR

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return

BSW Wealth Partners's XJR Position: Q2 2023 in Review

BSW Wealth Partners sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2023, closing a stake of 13,128 shares — an estimated $445K sold.

BSW Wealth Partners first reported a position in XJR in Q4 2022 and held it in 2 quarters. The position peaked at $445K in Q1 2023. 38 funds tracked by Wall St. Rank hold XJR as of Q2 2023.

  • BSW Wealth Partners reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 13,128 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2023, an estimated $445K.
  • BSW Wealth Partners first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2022 and held it in 2 quarters.
  • BSW Wealth Partners's iShares ESG Screened S&P Small-Cap ETF position peaked at $445K in Q1 2023.
  • 38 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.