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Flow Traders U.S.’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Flow Traders U.S.’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
2023
Q3 		– Sell
-11,929
Closed -$425K – 1203
2023
Q2 		$425K Buy
11,929
+4,528
+61% +$153K 0.02% 546
2023
Q1 		$252K Buy
+7,401
New +$256K 0.01% 654

Other funds holding XJH

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Flow Traders U.S.'s XJH Position: Q3 2023 in Review

Flow Traders U.S. sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q3 2023, closing a stake of 11,929 shares — an estimated $425K sold.

Flow Traders U.S. first reported a position in XJH in Q1 2023 and held it in 2 quarters. The position peaked at $425K in Q2 2023. 86 funds tracked by Wall St. Rank hold XJH as of Q3 2023.

  • Flow Traders U.S. reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Flow Traders U.S. sold 11,929 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2023, an estimated $425K.
  • Flow Traders U.S. first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2023 and held it in 2 quarters.
  • Flow Traders U.S.'s iShares ESG Screened S&P Mid-Cap ETF position peaked at $425K in Q2 2023.
  • 86 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2023.

Based on Flow Traders U.S.'s 13F filing for Q3 2023, filed 14 Nov 2023.