Laurel Wealth Planning’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Laurel Wealth Planning’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
2022 Q1	–	Sell	-46,869	Closed	-$1.82M	–	280
2021 Q4	$1.82M	Buy	46,869 +41,444	+764%	+$1.58M	1.38%	23
2021 Q3	$196K	Buy	+5,425	New	+$201K	0.16%	61

Other funds holding XJH

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

Laurel Wealth Planning's XJH Position: Q1 2022 in Review

Laurel Wealth Planning sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q1 2022, closing a stake of 46,869 shares — an estimated $1.82M sold.

Laurel Wealth Planning first reported a position in XJH in Q3 2021 and held it in 2 quarters. The position peaked at $1.82M in Q4 2021. 41 funds tracked by Wall St. Rank hold XJH as of Q1 2022.

Laurel Wealth Planning reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Laurel Wealth Planning sold 46,869 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2022, an estimated $1.82M.
Laurel Wealth Planning first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2021 and held it in 2 quarters.
Laurel Wealth Planning's iShares ESG Screened S&P Mid-Cap ETF position peaked at $1.82M in Q4 2021.
41 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2022.

Based on Laurel Wealth Planning's 13F filing for Q1 2022, filed 28 Apr 2022.