Focus Partners Wealth
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Focus Partners Wealth’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Focus Partners Wealth’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 		$4.09M Sell
77,488
-15,033
-16% -$729K ﹤0.01% 1049
2026
Q1 		$4.03M Buy
92,521
+368
+0.4% +$16.4K ﹤0.01% 1015
2025
Q4 		$3.92M Buy
92,153
+2,739
+3% +$116K ﹤0.01% 1038
2025
Q3 		$3.81M Buy
89,414
+2,844
+3% +$118K 0.01% 830
2025
Q2 		$3.42M Buy
86,570
+33,161
+62% +$1.24M 0.01% 778
2025
Q1 		$2.01M Buy
+53,409
New +$2.16M 0.01% 845

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Focus Partners Wealth's XJR Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 16% in Q2 2026, selling an estimated $729K and leaving 77,488 shares worth $4.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Focus Partners Wealth first reported a position in XJR in Q1 2025 and has held it in 6 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Focus Partners Wealth held 77,488 shares of iShares ESG Screened S&P Small-Cap ETF worth $4.09M as of Q2 2026.
  • Focus Partners Wealth sold 15,033 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $729K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1049 holding.
  • Focus Partners Wealth first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

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