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

Davis Wealth Advisors’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
2025
Q2 		– Sell
-6,006
Closed -$235K – 68
2025
Q1 		$235K Sell
6,006
-250
-4% -$10.4K 0.27% 54
2024
Q4 		$262K Buy
+6,256
New +$271K 0.29% 53

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 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

Davis Wealth Advisors's XJH Position: Q2 2025 in Review

Davis Wealth Advisors sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2025, closing a stake of 6,006 shares — an estimated $235K sold.

Davis Wealth Advisors first reported a position in XJH in Q4 2024 and held it in 2 quarters. The position peaked at $262K in Q4 2024. 156 funds tracked by Wall St. Rank hold XJH as of Q2 2025.

  • Davis Wealth Advisors reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Davis Wealth Advisors sold 6,006 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2025, an estimated $235K.
  • Davis Wealth Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Davis Wealth Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $262K in Q4 2024.
  • 156 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2025.

Based on Davis Wealth Advisors's 13F filing for Q2 2025, filed 14 Sep 2026.