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

Fulcrum Capital’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 Q1	–	Sell	-34,354	Closed	-$1.13M	–	125
2022 Q4	$1.13M	Sell	34,354 -161,463	-82%	-$5.28M	0.33%	50
2022 Q3	$5.82M	Buy	+195,817	New	+$6.4M	1.73%	25

Other funds holding XJH

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Fulcrum Capital's XJH Position: Q1 2023 in Review

Fulcrum Capital sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q1 2023, closing a stake of 34,354 shares — an estimated $1.13M sold.

Fulcrum Capital first reported a position in XJH in Q3 2022 and held it in 2 quarters. The position peaked at $5.82M in Q3 2022. 78 funds tracked by Wall St. Rank hold XJH as of Q1 2023.

Fulcrum Capital reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Fulcrum Capital sold 34,354 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2023, an estimated $1.13M.
Fulcrum Capital first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2022 and held it in 2 quarters.
Fulcrum Capital's iShares ESG Screened S&P Mid-Cap ETF position peaked at $5.82M in Q3 2022.
78 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2023.

Based on Fulcrum Capital's 13F filing for Q1 2023, filed 11 May 2023.