CAPTRUST Financial Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

CAPTRUST Financial Advisors’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
2025 Q1	–	Sell	-11,487	Closed	-$481K	–	2465
2024 Q4	$481K	Sell	11,487 -1,500	-12%	-$64.9K	﹤0.01%	1629
2024 Q3	$549K	Sell	12,987 -365	-3%	-$14.9K	﹤0.01%	1521
2024 Q2	$528K	Hold	13,352	–	–	﹤0.01%	1471
2024 Q1	$549K	Buy	13,352 +1,283	+11%	+$49.3K	﹤0.01%	1437
2023 Q4	$455K	Hold	12,069	–	–	﹤0.01%	1797
2023 Q3	$409K	Buy	12,069 +193	+2%	+$6.87K	﹤0.01%	1783
2023 Q2	$423K	Hold	11,876	–	–	﹤0.01%	1713
2023 Q1	$404K	Buy	11,876 +1,765	+17%	+$61.1K	﹤0.01%	1527
2022 Q4	$332K	Sell	10,111 -296	-3%	-$9.69K	﹤0.01%	1577
2022 Q3	$309K	Hold	10,407	–	–	﹤0.01%	1515
2022 Q2	$318K	Buy	+10,407	New	+$348K	﹤0.01%	1388

Other funds holding XJH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CAPTRUST Financial Advisors's XJH Position: Q1 2025 in Review

CAPTRUST Financial Advisors sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q1 2025, closing a stake of 11,487 shares — an estimated $481K sold.

CAPTRUST Financial Advisors first reported a position in XJH in Q2 2022 and held it in 11 quarters. The position peaked at $549K in Q3 2024. 139 funds tracked by Wall St. Rank hold XJH as of Q1 2025.

CAPTRUST Financial Advisors reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
CAPTRUST Financial Advisors sold 11,487 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2025, an estimated $481K.
CAPTRUST Financial Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2022 and held it in 11 quarters.
CAPTRUST Financial Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $549K in Q3 2024.
139 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.