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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
Q2 		$709K Sell
13,437
-2,786
-17% -$135K ﹤0.01% 881
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

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

EP Wealth Advisors reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 17% in Q2 2026, selling an estimated $135K and leaving 13,437 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

EP Wealth Advisors first reported a position in XJR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q4 2025. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • EP Wealth Advisors held 13,437 shares of iShares ESG Screened S&P Small-Cap ETF worth $709K as of Q2 2026.
  • EP Wealth Advisors sold 2,786 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $135K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #881 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 3 quarters since.
  • EP Wealth Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $1.16M in Q4 2025.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

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