EIP
XJH icon

Ellis Investment Partners’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Ellis Investment Partners’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
2022
Q4 		– Sell
-20
Closed – – 767
2022
Q3 		$0 Buy
20
+1
+5% +$33 ﹤0.01% 834
2022
Q2 		$0 Sell
19
-783
-98% -$26.2K ﹤0.01% 837
2022
Q1 		$29K Buy
802
+2
+0.3% +$73 0.01% 476
2021
Q4 		$31K Buy
+800
New +$30.6K 0.01% 483

Other funds holding XJH

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ellis Investment Partners's XJH Position: Q4 2022 in Review

Ellis Investment Partners sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q4 2022, closing a stake of 20 shares.

Ellis Investment Partners first reported a position in XJH in Q4 2021 and held it in 4 quarters. The position peaked at $31K in Q4 2021. 73 funds tracked by Wall St. Rank hold XJH as of Q4 2022.

  • Ellis Investment Partners reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 20 iShares ESG Screened S&P Mid-Cap ETF shares in Q4 2022.
  • Ellis Investment Partners first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2021 and held it in 4 quarters.
  • Ellis Investment Partners's iShares ESG Screened S&P Mid-Cap ETF position peaked at $31K in Q4 2021.
  • 73 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.