CGL
XJR icon

Clarius Group LLC’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Clarius Group LLC’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
2022
Q4 		– Sell
-7,297
Closed -$224K – 539
2022
Q3 		$224K Buy
7,297
+527
+8% +$18K 0.02% 418
2022
Q2 		$219K Buy
+6,770
New +$235K 0.02% 419

Other funds holding XJR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Clarius Group LLC's XJR Position: Q4 2022 in Review

Clarius Group LLC sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q4 2022, closing a stake of 7,297 shares — an estimated $224K sold.

Clarius Group LLC first reported a position in XJR in Q2 2022 and held it in 2 quarters. The position peaked at $224K in Q3 2022. 33 funds tracked by Wall St. Rank hold XJR as of Q4 2022.

  • Clarius Group LLC reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Clarius Group LLC sold 7,297 iShares ESG Screened S&P Small-Cap ETF shares in Q4 2022, an estimated $224K.
  • Clarius Group LLC first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2022 and held it in 2 quarters.
  • Clarius Group LLC's iShares ESG Screened S&P Small-Cap ETF position peaked at $224K in Q3 2022.
  • 33 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q4 2022.

Based on Clarius Group LLC's 13F filing for Q4 2022, filed 25 Jan 2023.