GKIM
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GW&K Investment Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

GW&K Investment 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
2026
Q2 		$69K Sell
1,318
-6
-0.5% -$297 ﹤0.01% 535
2026
Q1 		$60K Buy
+1,324
New +$62K ﹤0.01% 533

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

GW&K Investment Management's XJH Position: Q2 2026 in Review

GW&K Investment Management reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.45% in Q2 2026, selling an estimated $297 and leaving 1,318 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

GW&K Investment Management first reported a position in XJH in Q1 2026 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • GW&K Investment Management held 1,318 shares of iShares ESG Screened S&P Mid-Cap ETF worth $69K as of Q2 2026.
  • GW&K Investment Management sold 6 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $297.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #535 holding.
  • GW&K Investment Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.