COCM
XJR icon

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

Charter Oak Capital Management’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 		$298K Buy
6,853
+380
+6% +$17K 0.02% 165
2025
Q4 		$276K Buy
+6,473
New +$275K 0.02% 175

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

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

Charter Oak Capital Management increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 5.9% in Q1 2026, buying an estimated $17K and bringing the position to 6,853 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #165.

Charter Oak Capital Management first reported a position in XJR in Q4 2025 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Charter Oak Capital Management held 6,853 shares of iShares ESG Screened S&P Small-Cap ETF worth $298K as of Q1 2026.
  • Charter Oak Capital Management bought 380 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $17K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.02% of Charter Oak Capital Management's portfolio in Q1 2026, its #165 holding.
  • Charter Oak Capital Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

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