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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
Q2 		– Sell
-900
Closed -$39.2K – 286
2026
Q1 		$39.2K Buy
+900
New +$40.2K 0.04% 272

Other funds holding XJR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Corient IA's XJR Position: Q2 2026 in Review

Corient IA sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2026, closing a stake of 900 shares — an estimated $39.2K sold.

Corient IA first reported a position in XJR in Q1 2026 and held it in 1 quarter. The position peaked at $39.2K in Q1 2026. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Corient IA reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Corient IA sold 900 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $39.2K.
  • Corient IA first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Corient IA's iShares ESG Screened S&P Small-Cap ETF position peaked at $39.2K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

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