Geneos Wealth Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Geneos Wealth Management’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 Q2	–	Sell	-398	Closed	-$13.5K	–	2124
2023 Q1	$13.5K	Buy	+398	New	+$13.8K	﹤0.01%	1464

Other funds holding XJH

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

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

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

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

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Geneos Wealth Management's XJH Position: Q2 2023 in Review

Geneos Wealth Management sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2023, closing a stake of 398 shares — an estimated $13.5K sold.

Geneos Wealth Management first reported a position in XJH in Q1 2023 and held it in 1 quarter. The position peaked at $13.5K in Q1 2023. 85 funds tracked by Wall St. Rank hold XJH as of Q2 2023.

Geneos Wealth Management reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Geneos Wealth Management sold 398 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2023, an estimated $13.5K.
Geneos Wealth Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2023 and held it in 1 quarter.
Geneos Wealth Management's iShares ESG Screened S&P Mid-Cap ETF position peaked at $13.5K in Q1 2023.
85 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2023.

Based on Geneos Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.