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

Cetera Advisors’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 Q1	$654K	Sell	15,910 -3,217	-17%	-$124K	0.01%	1427
2023 Q4	$722K	Buy	19,127 +195	+1%	+$6.7K	0.01%	926
2023 Q3	$641K	Buy	18,932 +32	+0.2%	+$1.14K	0.01%	926
2023 Q2	$673K	Buy	18,900 +2,634	+16%	+$88.9K	0.01%	902
2023 Q1	$553K	Sell	16,266 -51	-0.3%	-$1.77K	0.01%	967
2022 Q4	$535K	Sell	16,317 -1,619	-9%	-$53K	0.01%	940
2022 Q3	$533K	Sell	17,936 -346	-2%	-$11.3K	0.01%	756
2022 Q2	$559K	Buy	18,282 +3,996	+28%	+$133K	0.01%	791
2022 Q1	$522K	Buy	14,286 +4,590	+47%	+$167K	0.01%	862
2021 Q4	$377K	Buy	9,696 +1,893	+24%	+$72.3K	0.01%	1013
2021 Q3	$282K	Hold	7,803	–	–	0.01%	1136
2021 Q2	$289K	Buy	7,803 +1,138	+17%	+$42.4K	0.01%	1068
2021 Q1	$240K	Buy	+6,665	New	+$230K	0.01%	1061

Other funds holding XJH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

SRWM

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Cetera Advisors's XJH Position: Q1 2024 in Review

Cetera Advisors reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 17% in Q1 2024, selling an estimated $124K and leaving 15,910 shares worth $654K. The position accounts for 0.01% of the portfolio, ranked #1427.

Cetera Advisors first reported a position in XJH in Q1 2021 and has held it in 13 quarters since. The position peaked at $722K in Q4 2023. 107 funds tracked by Wall St. Rank hold XJH as of Q1 2024.

Cetera Advisors held 15,910 shares of iShares ESG Screened S&P Mid-Cap ETF worth $654K as of Q1 2024.
Cetera Advisors sold 3,217 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2024, an estimated $124K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1427 holding.
Cetera Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2021 and has held it in 13 quarters since.
Cetera Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $722K in Q4 2023.
107 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.