MFG
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Magnus Financial Group’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Magnus Financial Group’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 		$784K Sell
14,867
-391
-3% -$18.9K 0.06% 185
2026
Q1 		$664K Sell
15,258
-235
-2% -$10.5K 0.05% 193
2025
Q4 		$660K Buy
15,493
+64
+0.4% +$2.72K 0.05% 218
2025
Q3 		$657K Buy
15,429
+56
+0.4% +$2.32K 0.05% 211
2025
Q2 		$608K Buy
15,373
+58
+0.4% +$2.17K 0.05% 203
2025
Q1 		$576K Buy
15,315
+500
+3% +$20.2K 0.06% 202
2024
Q4 		$609K Buy
14,815
+2,197
+17% +$93.7K 0.06% 194
2024
Q3 		$528K Buy
12,618
+2,820
+29% +$114K 0.05% 211
2024
Q2 		$371K Buy
9,798
+3,198
+48% +$121K 0.04% 228
2024
Q1 		$259K Buy
+6,600
New +$248K 0.03% 271

Other funds holding XJR

HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Magnus Financial Group's XJR Position: Q2 2026 in Review

Magnus Financial Group reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 2.6% in Q2 2026, selling an estimated $18.9K and leaving 14,867 shares worth $784K. The position accounts for 0.06% of the portfolio, ranked #185.

Magnus Financial Group first reported a position in XJR in Q1 2024 and has held it in 10 quarters since. 16 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Magnus Financial Group held 14,867 shares of iShares ESG Screened S&P Small-Cap ETF worth $784K as of Q2 2026.
  • Magnus Financial Group sold 391 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $18.9K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.06% of Magnus Financial Group's portfolio in Q2 2026, its #185 holding.
  • Magnus Financial Group first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.