Corient Private Wealth
XJH icon

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

Corient Private Wealth’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 		$1.45M Buy
27,772
+1,801
+7% +$89K ﹤0.01% 1582
2026
Q1 		$1.18M Sell
25,971
-763
-3% -$35.7K ﹤0.01% 1563
2025
Q4 		$1.19M Sell
26,734
-645
-2% -$28.4K ﹤0.01% 1412
2025
Q3 		$1.2M Buy
27,379
+4,359
+19% +$188K ﹤0.01% 1343
2025
Q2 		$955K Buy
23,020
+1,482
+7% +$58.3K ﹤0.01% 1381
2025
Q1 		$841K Sell
21,538
-1,573
-7% -$65.5K ﹤0.01% 1352
2024
Q4 		$967K Buy
23,111
+4,397
+23% +$190K ﹤0.01% 1331
2024
Q3 		$791K Buy
18,714
+4,505
+32% +$184K ﹤0.01% 1517
2024
Q2 		$562K Buy
14,209
+847
+6% +$33.6K ﹤0.01% 1579
2024
Q1 		$549K Buy
+13,362
New +$514K ﹤0.01% 1586

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 Private Wealth's XJH Position: Q2 2026 in Review

Corient Private Wealth increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 6.9% in Q2 2026, buying an estimated $89K and bringing the position to 27,772 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Corient Private Wealth first reported a position in XJH in Q1 2024 and has held it in 10 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Corient Private Wealth held 27,772 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.45M as of Q2 2026.
  • Corient Private Wealth bought 1,801 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $89K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1582 holding.
  • Corient Private Wealth first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

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