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Golden State Equity Partners’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Golden State Equity Partners’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
2024
Q4 		– Sell
-1,352
Closed -$57.2K – 893
2024
Q3 		$57.2K Buy
+1,352
New +$55.1K 0.03% 361

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Golden State Equity Partners's XJH Position: Q4 2024 in Review

Golden State Equity Partners sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q4 2024, closing a stake of 1,352 shares — an estimated $57.2K sold.

Golden State Equity Partners first reported a position in XJH in Q3 2024 and held it in 1 quarter. The position peaked at $57.2K in Q3 2024. 139 funds tracked by Wall St. Rank hold XJH as of Q4 2024.

  • Golden State Equity Partners reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 1,352 iShares ESG Screened S&P Mid-Cap ETF shares in Q4 2024, an estimated $57.2K.
  • Golden State Equity Partners first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's iShares ESG Screened S&P Mid-Cap ETF position peaked at $57.2K in Q3 2024.
  • 139 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.