Goldman Sachs
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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
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

KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
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
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
IWA
Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs's XJR Position: Q1 2026 in Review

Goldman Sachs increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 0.15% in Q1 2026, buying an estimated $760 and bringing the position to 11,397 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #5598.

Goldman Sachs first reported a position in XJR in Q1 2021 and has held it in 21 quarters since. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Goldman Sachs held 11,397 shares of iShares ESG Screened S&P Small-Cap ETF worth $496K as of Q1 2026.
  • Goldman Sachs bought 17 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $760.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #5598 holding.
  • Goldman Sachs first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.