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

Elwood & Goetz Wealth Advisory Group’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
2022
Q2 		– Sell
-8,921
Closed -$338K – 70
2022
Q1 		$338K Buy
+8,921
New +$339K 0.1% 49

Other funds holding XJR

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

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

Elwood & Goetz Wealth Advisory Group sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2022, closing a stake of 8,921 shares — an estimated $338K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in XJR in Q1 2022 and held it in 1 quarter. The position peaked at $338K in Q1 2022. 19 funds tracked by Wall St. Rank hold XJR as of Q2 2022.

  • Elwood & Goetz Wealth Advisory Group reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 8,921 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2022, an estimated $338K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2022 and held it in 1 quarter.
  • Elwood & Goetz Wealth Advisory Group's iShares ESG Screened S&P Small-Cap ETF position peaked at $338K in Q1 2022.
  • 19 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2022.

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