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MAI Capital Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

MAI Capital 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 		$396K Buy
7,600
+421
+6% +$20.8K ﹤0.01% 1431
2026
Q1 		$326K Sell
7,179
-270
-4% -$12.6K ﹤0.01% 1233
2025
Q4 		$333K Buy
7,449
+4
+0.1% +$176 ﹤0.01% 1110
2025
Q3 		$326K Buy
7,445
+202
+3% +$8.71K ﹤0.01% 1067
2025
Q2 		$301K Buy
7,243
+250
+4% +$9.83K ﹤0.01% 1010
2025
Q1 		$273K Buy
6,993
+1,069
+18% +$44.5K ﹤0.01% 1007
2024
Q4 		$248K Buy
5,924
+9
+0.2% +$389 ﹤0.01% 1060
2024
Q3 		$250K Buy
5,915
+40
+0.7% +$1.63K ﹤0.01% 933
2024
Q2 		$232K Buy
5,875
+3
+0.1% +$119 ﹤0.01% 1089
2024
Q1 		$241K Sell
5,872
-253
-4% -$9.73K ﹤0.01% 1056
2023
Q4 		$231K Buy
+6,125
New +$211K ﹤0.01% 969

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

MAI Capital Management's XJH Position: Q2 2026 in Review

MAI Capital Management increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 5.9% in Q2 2026, buying an estimated $20.8K and bringing the position to 7,600 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

MAI Capital Management first reported a position in XJH in Q4 2023 and has held it in 11 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • MAI Capital Management held 7,600 shares of iShares ESG Screened S&P Mid-Cap ETF worth $396K as of Q2 2026.
  • MAI Capital Management bought 421 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $20.8K.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1431 holding.
  • MAI Capital Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.