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
Q2 		– Sell
-11,763
Closed -$512K – 3584
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Cerity Partners's XJR Position: Q2 2026 in Review

Cerity Partners sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2026, closing a stake of 11,763 shares — an estimated $512K sold.

Cerity Partners first reported a position in XJR in Q2 2025 and held it in 4 quarters. The position peaked at $575K in Q4 2025. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Cerity Partners reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 11,763 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $512K.
  • Cerity Partners first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2025 and held it in 4 quarters.
  • Cerity Partners's iShares ESG Screened S&P Small-Cap ETF position peaked at $575K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.