Envestnet Asset Management
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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
2025
Q2 		$249K Sell
2025
Q1 		$307K Sell
2024
Q4 		$395K Sell
2024
Q3 		$444K Buy
2024
Q2 		$385K Buy
2024
Q1 		$275K Sell
2023
Q4 		$316K Buy