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

Corient IA’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 		– Sell
-900
Closed -$40.8K – 285
2026
Q1 		$40.8K Buy
+900
New +$42.2K 0.04% 271

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

Corient IA's XJH Position: Q2 2026 in Review

Corient IA sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2026, closing a stake of 900 shares — an estimated $40.8K sold.

Corient IA first reported a position in XJH in Q1 2026 and held it in 1 quarter. The position peaked at $40.8K in Q1 2026. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Corient IA reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Corient IA sold 900 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $40.8K.
  • Corient IA first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Corient IA's iShares ESG Screened S&P Mid-Cap ETF position peaked at $40.8K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.