Cary Street Partners Investment Advisory’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Cary Street Partners Investment Advisory’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
2024 Q4	–	Sell	-69,272	Closed	-$2.93M	–	789
2024 Q3	$2.93M	Buy	69,272 +22,666	+49%	+$924K	0.11%	204
2024 Q2	$1.84M	Buy	46,606 +183	+0.4%	+$7.25K	0.07%	265
2024 Q1	$1.91M	Buy	46,423 +3,320	+8%	+$128K	0.08%	253
2023 Q4	$1.63M	Buy	43,103 +8,680	+25%	+$298K	0.08%	253
2023 Q3	$1.17M	Buy	34,423 +15,290	+80%	+$544K	0.06%	284
2023 Q2	$682K	Buy	+19,133	New	+$646K	0.04%	317

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 $4.91B AUM 31.75% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

SRWM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's XJH Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q4 2024, closing a stake of 69,272 shares — an estimated $2.93M sold.

Cary Street Partners Investment Advisory first reported a position in XJH in Q2 2023 and held it in 6 quarters. The position peaked at $2.93M in Q3 2024. 139 funds tracked by Wall St. Rank hold XJH as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 69,272 iShares ESG Screened S&P Mid-Cap ETF shares in Q4 2024, an estimated $2.93M.
Cary Street Partners Investment Advisory first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2023 and held it in 6 quarters.
Cary Street Partners Investment Advisory's iShares ESG Screened S&P Mid-Cap ETF position peaked at $2.93M in Q3 2024.
139 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.