CASB
XJH icon

Cape Ann Savings Bank’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Cape Ann Savings Bank’s Portfolio XJH Stock Details XJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$349K Buy
6,689
+580
+9% +$28.7K 0.16% 88
2026
Q1 		$277K Buy
6,109
+185
+3% +$8.67K 0.14% 97
2025
Q4 		$265K Buy
5,924
+400
+7% +$17.6K 0.14% 97
2025
Q3 		$242K Sell
5,524
-515
-9% -$22.2K 0.13% 97
2025
Q2 		$251K Buy
6,039
+100
+2% +$3.93K 0.15% 84
2025
Q1 		$232K Buy
+5,939
New +$247K 0.15% 87

Other funds holding XJH

FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

Cape Ann Savings Bank's XJH Position: Q2 2026 in Review

Cape Ann Savings Bank increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 9.5% in Q2 2026, buying an estimated $28.7K and bringing the position to 6,689 shares worth $349K. The position accounts for 0.16% of the portfolio, ranked #88.

Cape Ann Savings Bank first reported a position in XJH in Q1 2025 and has held it in 6 quarters since. 114 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Cape Ann Savings Bank held 6,689 shares of iShares ESG Screened S&P Mid-Cap ETF worth $349K as of Q2 2026.
  • Cape Ann Savings Bank bought 580 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $28.7K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.16% of Cape Ann Savings Bank's portfolio in Q2 2026, its #88 holding.
  • Cape Ann Savings Bank first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 114 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.