COCM
XJH icon

Charter Oak Capital Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Charter Oak Capital Management’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
2026
Q1 		$280K Buy
6,179
+138
+2% +$6.46K 0.02% 170
2025
Q4 		$270K Buy
6,041
+797
+15% +$35.1K 0.02% 179
2025
Q3 		$230K Buy
+5,244
New +$226K 0.02% 190

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Charter Oak Capital Management's XJH Position: Q1 2026 in Review

Charter Oak Capital Management increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 2.3% in Q1 2026, buying an estimated $6.46K and bringing the position to 6,179 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #170.

Charter Oak Capital Management first reported a position in XJH in Q3 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

  • Charter Oak Capital Management held 6,179 shares of iShares ESG Screened S&P Mid-Cap ETF worth $280K as of Q1 2026.
  • Charter Oak Capital Management bought 138 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2026, an estimated $6.46K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.02% of Charter Oak Capital Management's portfolio in Q1 2026, its #170 holding.
  • Charter Oak Capital Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.