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Fernwood Investment Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Fernwood Investment Management’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
2024
Q2 		– Sell
-605
Closed -$24.9K – 692
2024
Q1 		$24.9K Buy
+605
New +$23.3K 0.01% 420

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fernwood Investment Management's XJH Position: Q2 2024 in Review

Fernwood Investment Management sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2024, closing a stake of 605 shares — an estimated $24.9K sold.

Fernwood Investment Management first reported a position in XJH in Q1 2024 and held it in 1 quarter. The position peaked at $24.9K in Q1 2024. 113 funds tracked by Wall St. Rank hold XJH as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 605 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2024, an estimated $24.9K.
  • Fernwood Investment Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's iShares ESG Screened S&P Mid-Cap ETF position peaked at $24.9K in Q1 2024.
  • 113 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.