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

Corient IA’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	$39.2K	Buy	+900	New	+$40.2K	0.04%	272

Other funds holding XJR

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Corient IA's XJR Position: Q1 2026 in Review

Corient IA opened a new position in iShares ESG Screened S&P Small-Cap ETF (XJR) in Q1 2026: 900 shares worth $39.2K. The stake represents 0.04% of the portfolio and ranks #272 among its holdings.

95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

Corient IA held 900 shares of iShares ESG Screened S&P Small-Cap ETF worth $39.2K as of Q1 2026.
iShares ESG Screened S&P Small-Cap ETF was a new Corient IA position in Q1 2026.
iShares ESG Screened S&P Small-Cap ETF made up 0.04% of Corient IA's portfolio in Q1 2026, its #272 holding.
95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.