Envestnet Asset Management
XJR icon

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

Envestnet Asset Management’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
2026
Q2 		$395K Buy
7,495
+1,693
+29% +$82K ﹤0.01% 4259
2026
Q1 		$253K Buy
+5,802
New +$259K ﹤0.01% 4381
2025
Q4 		– Sell
-5,650
Closed -$240K – 4688
2025
Q3 		$240K Sell
5,650
-645
-10% -$26.7K ﹤0.01% 4216
2025
Q2 		$249K Sell
6,295
-1,860
-23% -$69.5K ﹤0.01% 4124
2025
Q1 		$307K Sell
8,155
-1,450
-15% -$58.6K ﹤0.01% 3916
2024
Q4 		$395K Sell
9,605
-1,025
-10% -$43.7K ﹤0.01% 3724
2024
Q3 		$444K Buy
10,630
+472
+5% +$19K ﹤0.01% 3596
2024
Q2 		$385K Buy
10,158
+3,134
+45% +$119K ﹤0.01% 3590
2024
Q1 		$275K Sell
7,024
-1,248
-15% -$46.8K ﹤0.01% 3769
2023
Q4 		$316K Buy
+8,272
New +$281K ﹤0.01% 3587

Other funds holding XJR

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

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

Envestnet Asset Management increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 29% in Q2 2026, buying an estimated $82K and bringing the position to 7,495 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #4259.

Envestnet Asset Management first reported a position in XJR in Q4 2023 and has held it in 10 quarters since. The position peaked at $444K in Q3 2024. 53 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Envestnet Asset Management held 7,495 shares of iShares ESG Screened S&P Small-Cap ETF worth $395K as of Q2 2026.
  • Envestnet Asset Management bought 1,693 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $82K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4259 holding.
  • Envestnet Asset Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Envestnet Asset Management's iShares ESG Screened S&P Small-Cap ETF position peaked at $444K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

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