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

Carr Financial Group’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
Q2 		– Sell
-18,187
Closed -$711K – 197
2025
Q1 		$711K Buy
18,187
+46
+0.3% +$1.92K 0.23% 75
2024
Q4 		$759K Buy
18,141
+8,083
+80% +$350K 0.24% 72
2024
Q3 		$425K Buy
10,058
+34
+0.3% +$1.39K 0.12% 123
2024
Q2 		$397K Buy
10,024
+24
+0.2% +$951 0.13% 121
2024
Q1 		$411K Buy
+10,000
New +$385K 0.14% 117

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Carr Financial Group's XJH Position: Q2 2025 in Review

Carr Financial Group sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2025, closing a stake of 18,187 shares — an estimated $711K sold.

Carr Financial Group first reported a position in XJH in Q1 2024 and held it in 5 quarters. The position peaked at $759K in Q4 2024. 156 funds tracked by Wall St. Rank hold XJH as of Q2 2025.

  • Carr Financial Group reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Carr Financial Group sold 18,187 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2025, an estimated $711K.
  • Carr Financial Group first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2024 and held it in 5 quarters.
  • Carr Financial Group's iShares ESG Screened S&P Mid-Cap ETF position peaked at $759K in Q4 2024.
  • 156 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2025.

Based on Carr Financial Group's 13F filing for Q2 2025, filed 15 Jul 2025.