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

Global Retirement Partners’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
2025
Q4 		$83K Sell
1,950
-927
-32% -$39.3K ﹤0.01% 2030
2025
Q3 		$122K Buy
2,877
+10
+0.3% +$415 ﹤0.01% 1433
2025
Q2 		$113K Buy
+2,867
New +$107K ﹤0.01% 1373
2024
Q4 		$117K Buy
2,856
+27
+1% +$1.15K ﹤0.01% 1195
2024
Q3 		$118K Buy
2,829
+2,813
+17,581% +$113K ﹤0.01% 1158
2024
Q2 		$606 Buy
+16
New +$607 ﹤0.01% 3265

Other funds holding XJR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Global Retirement Partners's XJR Position: Q4 2025 in Review

Global Retirement Partners reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 32% in Q4 2025, selling an estimated $39.3K and leaving 1,950 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

Global Retirement Partners first reported a position in XJR in Q2 2024 and has held it in 6 quarters since. The position peaked at $122K in Q3 2025. 88 funds tracked by Wall St. Rank hold XJR as of Q4 2025.

  • Global Retirement Partners held 1,950 shares of iShares ESG Screened S&P Small-Cap ETF worth $83K as of Q4 2025.
  • Global Retirement Partners sold 927 iShares ESG Screened S&P Small-Cap ETF shares in Q4 2025, an estimated $39.3K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2030 holding.
  • Global Retirement Partners first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2024 and has held it in 6 quarters since.
  • Global Retirement Partners's iShares ESG Screened S&P Small-Cap ETF position peaked at $122K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.