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

MAI Capital Management’s Portfolio XJR Stock Details XJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$256K Buy
6,485
+1,280
+25% +$50.6K ﹤0.01% 1025
2025
Q1 		$196K Buy
5,205
+1,359
+35% +$51.1K ﹤0.01% 1082
2024
Q4 		$158K Buy
+3,846
New +$158K ﹤0.01% 1169