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Keystone Financial Group (Kentucky)’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Keystone Financial Group (Kentucky)’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
Q1 		– Sell
-9,504
Closed -$1.1M – 415
2024
Q4 		$1.1M Buy
+9,504
New +$406K 0.11% 129

Other funds holding XJR

B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s XJR Position: Q1 2025 in Review

Keystone Financial Group (Kentucky) sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q1 2025, closing a stake of 9,504 shares — an estimated $1.1M sold.

Keystone Financial Group (Kentucky) first reported a position in XJR in Q4 2024 and held it in 1 quarter. The position peaked at $1.1M in Q4 2024. 80 funds tracked by Wall St. Rank hold XJR as of Q1 2025.

  • Keystone Financial Group (Kentucky) reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 9,504 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2025, an estimated $1.1M.
  • Keystone Financial Group (Kentucky) first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Keystone Financial Group (Kentucky)'s iShares ESG Screened S&P Small-Cap ETF position peaked at $1.1M in Q4 2024.
  • 80 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2025.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2025, filed 13 May 2025.