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Estate Counselors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Estate Counselors’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 		$460K Buy
+8,825
New +$436K 0.04% 81
2025
Q3 		– Sell
-7,390
Closed -$307K – 110
2025
Q2 		$307K Buy
+7,390
New +$290K 0.03% 76

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

Estate Counselors's XJH Position: Q2 2026 in Review

Estate Counselors opened a new position in iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2026: 8,825 shares worth $460K. The stake represents 0.04% of the portfolio and ranks #81 among its holdings. This is a return to the name: Estate Counselors previously reported a position in XJH as recently as Q2 2025.

Estate Counselors first reported a position in XJH in Q2 2025 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Estate Counselors held 8,825 shares of iShares ESG Screened S&P Mid-Cap ETF worth $460K as of Q2 2026.
  • iShares ESG Screened S&P Mid-Cap ETF was a new Estate Counselors position in Q2 2026.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.04% of Estate Counselors's portfolio in Q2 2026, its #81 holding.
  • Estate Counselors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2025 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.