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

Colony Group’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
2023
Q3 		$595K Buy
17,568
+2,651
+18% +$94.4K 0.01% 527
2023
Q2 		$531K Sell
14,917
-7,803
-34% -$263K 0.01% 555
2023
Q1 		$772K Sell
22,720
-38,623
-63% -$1.34M 0.01% 481
2022
Q4 		$2.01M Buy
+61,343
New +$2.01M 0.03% 376

Other funds holding XJH

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Colony Group's XJH Position: Q3 2023 in Review

Colony Group increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 18% in Q3 2023, buying an estimated $94.4K and bringing the position to 17,568 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #527.

Colony Group first reported a position in XJH in Q4 2022 and has held it in 4 quarters since. The position peaked at $2.01M in Q4 2022. 86 funds tracked by Wall St. Rank hold XJH as of Q3 2023.

  • Colony Group held 17,568 shares of iShares ESG Screened S&P Mid-Cap ETF worth $595K as of Q3 2023.
  • Colony Group bought 2,651 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2023, an estimated $94.4K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Colony Group's portfolio in Q3 2023, its #527 holding.
  • Colony Group first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2022 and has held it in 4 quarters since.
  • Colony Group's iShares ESG Screened S&P Mid-Cap ETF position peaked at $2.01M in Q4 2022.
  • 86 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2023.

Based on Colony Group's 13F filing for Q3 2023, filed 14 Nov 2023.