CAN
XJH icon

Cetera Advisor Networks’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Cetera Advisor Networks’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
2023
Q3 		– Sell
-7,763
Closed -$277K – 2807
2023
Q2 		$277K Sell
7,763
-5,458
-41% -$184K ﹤0.01% 2143
2023
Q1 		$449K Sell
13,221
-4,441
-25% -$154K ﹤0.01% 1772
2022
Q4 		$579K Buy
+17,662
New +$578K ﹤0.01% 1540

Other funds holding XJH

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cetera Advisor Networks's XJH Position: Q3 2023 in Review

Cetera Advisor Networks sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q3 2023, closing a stake of 7,763 shares — an estimated $277K sold.

Cetera Advisor Networks first reported a position in XJH in Q4 2022 and held it in 3 quarters. The position peaked at $579K in Q4 2022. 86 funds tracked by Wall St. Rank hold XJH as of Q3 2023.

  • Cetera Advisor Networks reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Cetera Advisor Networks sold 7,763 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2023, an estimated $277K.
  • Cetera Advisor Networks first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2022 and held it in 3 quarters.
  • Cetera Advisor Networks's iShares ESG Screened S&P Mid-Cap ETF position peaked at $579K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2023.

Based on Cetera Advisor Networks's 13F filing for Q3 2023, filed 14 Nov 2023.