Elwood & Goetz Wealth Advisory Group’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 Q2	–	Sell	-13,948	Closed	-$510K	–	69
2022 Q1	$510K	Buy	+13,948	New	+$508K	0.16%	41

Other funds holding XJH

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's XJH Position: Q2 2022 in Review

Elwood & Goetz Wealth Advisory Group sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2022, closing a stake of 13,948 shares — an estimated $510K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in XJH in Q1 2022 and held it in 1 quarter. The position peaked at $510K in Q1 2022. 47 funds tracked by Wall St. Rank hold XJH as of Q2 2022.

Elwood & Goetz Wealth Advisory Group reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Elwood & Goetz Wealth Advisory Group sold 13,948 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2022, an estimated $510K.
Elwood & Goetz Wealth Advisory Group first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2022 and held it in 1 quarter.
Elwood & Goetz Wealth Advisory Group's iShares ESG Screened S&P Mid-Cap ETF position peaked at $510K in Q1 2022.
47 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2022.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2022, filed 11 Aug 2022.