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

Financial Council’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	$270K	Buy	5,171 +3	+0.1%	+$148	0.09%	89
2026 Q1	$234K	Buy	5,168 +2	+0%	+$94	0.09%	88
2025 Q4	$231K	Sell	5,166 -150	-3%	-$6.61K	0.09%	89
2025 Q3	$233K	Buy	5,316 +3	+0.1%	+$129	0.1%	84
2025 Q2	$220K	Buy	5,313 +4	+0.1%	+$157	0.11%	84
2025 Q1	$207K	Sell	5,309 -159	-3%	-$6.62K	0.11%	83
2024 Q4	$229K	Sell	5,468 -140	-2%	-$6.05K	0.12%	81
2024 Q3	$237K	Buy	5,608 +6	+0.1%	+$245	0.12%	77
2024 Q2	$222K	Buy	5,602 +3	+0.1%	+$119	0.12%	74
2024 Q1	$230K	Buy	5,599 +3	+0.1%	+$115	0.14%	70
2023 Q4	$211K	Buy	+5,596	New	+$192K	0.14%	71

Other funds holding XJH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Financial Council's XJH Position: Q2 2026 in Review

Financial Council increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.06% in Q2 2026, buying an estimated $148 and bringing the position to 5,171 shares worth $270K. The position accounts for 0.09% of the portfolio, ranked #89.

Financial Council first reported a position in XJH in Q4 2023 and has held it in 11 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Financial Council held 5,171 shares of iShares ESG Screened S&P Mid-Cap ETF worth $270K as of Q2 2026.
Financial Council bought 3 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $148.
iShares ESG Screened S&P Mid-Cap ETF made up 0.09% of Financial Council's portfolio in Q2 2026, its #89 holding.
Financial Council first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.