Envestnet Asset Management
XJH icon

Envestnet Asset Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Envestnet Asset Management’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 		$1.11M Buy
21,328
+1,071
+5% +$53K ﹤0.01% 3567
2026
Q1 		$919K Buy
20,257
+5,323
+36% +$249K ﹤0.01% 3517
2025
Q4 		$667K Sell
14,934
-13,324
-47% -$587K ﹤0.01% 3509
2025
Q3 		$1.24M Sell
28,258
-514
-2% -$22.2K ﹤0.01% 3208
2025
Q2 		$1.19M Sell
28,772
-2,459
-8% -$96.7K ﹤0.01% 3171
2025
Q1 		$1.22M Sell
31,231
-1,986
-6% -$82.7K ﹤0.01% 3072
2024
Q4 		$1.39M Buy
33,217
+1,320
+4% +$57.1K ﹤0.01% 2941
2024
Q3 		$1.35M Buy
31,897
+1,257
+4% +$51.3K ﹤0.01% 2919
2024
Q2 		$1.21M Buy
30,640
+9,261
+43% +$367K ﹤0.01% 2906
2024
Q1 		$878K Sell
21,379
-1,573
-7% -$60.5K ﹤0.01% 3116
2023
Q4 		$866K Buy
22,952
+1,932
+9% +$66.4K ﹤0.01% 3031
2023
Q3 		$712K Sell
21,020
-2,012
-9% -$71.6K ﹤0.01% 3051
2023
Q2 		$820K Sell
23,032
-8,084
-26% -$273K ﹤0.01% 2892
2023
Q1 		$1.06M Buy
31,116
+3,533
+13% +$122K ﹤0.01% 2639
2022
Q4 		$905K Buy
27,583
+2,716
+11% +$88.9K ﹤0.01% 2723
2022
Q3 		$739K Buy
24,867
+2,647
+12% +$86.5K ﹤0.01% 2787
2022
Q2 		$680K Buy
+22,220
New +$742K ﹤0.01% 2875

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

Envestnet Asset Management's XJH Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 5.3% in Q2 2026, buying an estimated $53K and bringing the position to 21,328 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3567.

Envestnet Asset Management first reported a position in XJH in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.39M in Q4 2024. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Envestnet Asset Management held 21,328 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.11M as of Q2 2026.
  • Envestnet Asset Management bought 1,071 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $53K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3567 holding.
  • Envestnet Asset Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Envestnet Asset Management's iShares ESG Screened S&P Mid-Cap ETF position peaked at $1.39M in Q4 2024.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.