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EP Wealth Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

EP Wealth Advisors’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 		$2.9M Buy
55,574
+35,506
+177% +$1.76M 0.01% 495
2026
Q1 		$910K Sell
20,068
-6,740
-25% -$316K ﹤0.01% 667
2025
Q4 		$1.2M Buy
+26,808
New +$1.18M 0.01% 570

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

EP Wealth Advisors's XJH Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 177% in Q2 2026, buying an estimated $1.76M and bringing the position to 55,574 shares worth $2.9M. The position accounts for 0.01% of the portfolio, ranked #495.

EP Wealth Advisors first reported a position in XJH in Q4 2025 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • EP Wealth Advisors held 55,574 shares of iShares ESG Screened S&P Mid-Cap ETF worth $2.9M as of Q2 2026.
  • EP Wealth Advisors bought 35,506 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.76M.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #495 holding.
  • EP Wealth Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.