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

EP Wealth Advisors’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
Q1 		$706K Sell
16,223
-11,051
-41% -$494K ﹤0.01% 762
2025
Q4 		$1.16M Buy
+27,274
New +$1.16M 0.01% 580

Other funds holding XJR

KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EP Wealth Advisors's XJR Position: Q1 2026 in Review

EP Wealth Advisors reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 41% in Q1 2026, selling an estimated $494K and leaving 16,223 shares worth $706K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

EP Wealth Advisors first reported a position in XJR in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.16M in Q4 2025. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • EP Wealth Advisors held 16,223 shares of iShares ESG Screened S&P Small-Cap ETF worth $706K as of Q1 2026.
  • EP Wealth Advisors sold 11,051 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $494K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #762 holding.
  • EP Wealth Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $1.16M in Q4 2025.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.