Goldman Sachs’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Goldman Sachs’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
2026 Q2	$600K	Sell	11,380 -17	-0.1%	-$824	﹤0.01%	5580
2026 Q1	$496K	Buy	11,397 +17	+0.1%	+$760	﹤0.01%	5598
2025 Q4	$485K	Hold	11,380	–	–	﹤0.01%	5607
2025 Q3	$484K	Sell	11,380 -118	-1%	-$4.89K	﹤0.01%	5530
2025 Q2	$455K	Buy	11,498 +118	+1%	+$4.41K	﹤0.01%	5215
2025 Q1	$428K	Hold	11,380	–	–	﹤0.01%	5276
2024 Q4	$468K	Hold	11,380	–	–	﹤0.01%	5287
2024 Q3	$476K	Hold	11,380	–	–	﹤0.01%	5076
2024 Q2	$431K	Sell	11,380 -622	-5%	-$23.6K	﹤0.01%	4909
2024 Q1	$470K	Buy	12,002 +622	+5%	+$23.3K	﹤0.01%	4774
2023 Q4	$435K	Hold	11,380	–	–	﹤0.01%	4844
2023 Q3	$376K	Hold	11,380	–	–	﹤0.01%	4788
2023 Q2	$399K	Hold	11,380	–	–	﹤0.01%	4857
2023 Q1	$386K	Hold	11,380	–	–	﹤0.01%	4973
2022 Q4	$378K	Hold	11,380	–	–	﹤0.01%	5016
2022 Q3	$349K	Hold	11,380	–	–	﹤0.01%	5214
2022 Q2	$369K	Hold	11,380	–	–	﹤0.01%	5290
2022 Q1	$431K	Hold	11,380	–	–	﹤0.01%	5418
2021 Q4	$463K	Hold	11,380	–	–	﹤0.01%	5436
2021 Q3	$438K	Hold	11,380	–	–	﹤0.01%	5270
2021 Q2	$454K	Hold	11,380	–	–	﹤0.01%	5283
2021 Q1	$442K	Buy	+11,380	New	+$427K	﹤0.01%	5210

Other funds holding XJR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Goldman Sachs's XJR Position: Q2 2026 in Review

Goldman Sachs reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 0.15% in Q2 2026, selling an estimated $824 and leaving 11,380 shares worth $600K. The position accounts for ﹤0.01% of the portfolio, ranked #5580.

Goldman Sachs first reported a position in XJR in Q1 2021 and has held it in 22 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

Goldman Sachs held 11,380 shares of iShares ESG Screened S&P Small-Cap ETF worth $600K as of Q2 2026.
Goldman Sachs sold 17 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $824.
iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q2 2026, its #5580 holding.
Goldman Sachs first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.