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

Francis Financial’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	$2.74M	Buy	52,629 +104	+0.2%	+$5.14K	0.45%	35
2026 Q1	$2.38M	Buy	52,525 +729	+1%	+$34.1K	0.44%	35
2025 Q4	$2.31M	Buy	51,796 +1,623	+3%	+$71.6K	0.45%	36
2025 Q3	$2.2M	Sell	50,173 -5,965	-11%	-$257K	0.39%	35
2025 Q2	$2.33M	Sell	56,138 -38,732	-41%	-$1.52M	0.54%	29
2025 Q1	$3.71M	Sell	94,870 -307	-0.3%	-$12.8K	0.9%	20
2024 Q4	$3.98M	Buy	95,177 +10,639	+13%	+$460K	1.01%	20
2024 Q3	$3.57M	Buy	84,538 +37,160	+78%	+$1.52M	0.94%	19
2024 Q2	$1.87M	Buy	+47,378	New	+$1.88M	0.57%	27

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

Francis Financial's XJH Position: Q2 2026 in Review

Francis Financial increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.2% in Q2 2026, buying an estimated $5.14K and bringing the position to 52,629 shares worth $2.74M. The position accounts for 0.45% of the portfolio, ranked #35.

Francis Financial first reported a position in XJH in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.98M in Q4 2024. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Francis Financial held 52,629 shares of iShares ESG Screened S&P Mid-Cap ETF worth $2.74M as of Q2 2026.
Francis Financial bought 104 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $5.14K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.45% of Francis Financial's portfolio in Q2 2026, its #35 holding.
Francis Financial first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Francis Financial's iShares ESG Screened S&P Mid-Cap ETF position peaked at $3.98M in Q4 2024.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.