Cerity Partners
XJR icon

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

Cerity 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
2026
Q1 		$512K Sell
11,763
-1,737
-13% -$77.6K ﹤0.01% 2274
2025
Q4 		$575K Hold
13,500
– – ﹤0.01% 2015
2025
Q3 		$575K Hold
13,500
– – ﹤0.01% 1888
2025
Q2 		$534K Buy
+13,500
New +$504K ﹤0.01% 1820

Other funds holding XJR

KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cerity Partners's XJR Position: Q1 2026 in Review

Cerity Partners reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 13% in Q1 2026, selling an estimated $77.6K and leaving 11,763 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

Cerity Partners first reported a position in XJR in Q2 2025 and has held it in 4 quarters since. The position peaked at $575K in Q4 2025. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Cerity Partners held 11,763 shares of iShares ESG Screened S&P Small-Cap ETF worth $512K as of Q1 2026.
  • Cerity Partners sold 1,737 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $77.6K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2274 holding.
  • Cerity Partners first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Cerity Partners's iShares ESG Screened S&P Small-Cap ETF position peaked at $575K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.