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

Coldstream 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
Q2 		$1.21M Sell
23,225
-191
-0.8% -$9.44K 0.02% 431
2026
Q1 		$1.06M Sell
23,416
-1,450
-6% -$67.9K 0.01% 460
2025
Q4 		$1.11M Sell
24,866
-428
-2% -$18.9K 0.01% 422
2025
Q3 		$1.11M Buy
25,294
+488
+2% +$21K 0.01% 432
2025
Q2 		$1.03M Sell
24,806
-8,120
-25% -$319K 0.02% 417
2025
Q1 		$1.29M Buy
32,926
+2,974
+10% +$124K 0.03% 332
2024
Q4 		$1.25M Buy
29,952
+914
+3% +$39.5K 0.03% 339
2024
Q3 		$1.23M Buy
29,038
+2,186
+8% +$89.1K 0.03% 323
2024
Q2 		$1.06M Buy
26,852
+1,041
+4% +$41.2K 0.03% 311
2024
Q1 		$1.06M Buy
25,811
+3,924
+18% +$151K 0.03% 313
2023
Q4 		$826K Buy
21,887
+4,855
+29% +$167K 0.02% 335
2023
Q3 		$577K Buy
17,032
+2,476
+17% +$88.2K 0.02% 375
2023
Q2 		$518K Buy
14,556
+6,734
+86% +$227K 0.02% 438
2023
Q1 		$266K Buy
+7,822
New +$271K 0.01% 661

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Coldstream Capital Management's XJH Position: Q2 2026 in Review

Coldstream Capital Management reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.82% in Q2 2026, selling an estimated $9.44K and leaving 23,225 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #431.

Coldstream Capital Management first reported a position in XJH in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.29M in Q1 2025. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Coldstream Capital Management held 23,225 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.21M as of Q2 2026.
  • Coldstream Capital Management sold 191 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $9.44K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.02% of Coldstream Capital Management's portfolio in Q2 2026, its #431 holding.
  • Coldstream Capital Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Coldstream Capital Management's iShares ESG Screened S&P Mid-Cap ETF position peaked at $1.29M in Q1 2025.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.