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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$430K Sell
9,870
-354
-3% -$15.8K ﹤0.01% 1088
2025
Q4 		$435K Buy
10,224
+3,790
+59% +$161K ﹤0.01% 1012
2025
Q3 		$274K Sell
6,434
-51
-0.8% -$2.11K ﹤0.01% 1143
2025
Q2 		$256K Buy
6,485
+1,280
+25% +$47.8K ﹤0.01% 1071
2025
Q1 		$196K Buy
5,205
+1,359
+35% +$54.9K ﹤0.01% 1128
2024
Q4 		$158K Buy
+3,846
New +$164K ﹤0.01% 1225

Other funds holding XJR

KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MAI Capital Management's XJR Position: Q1 2026 in Review

MAI Capital Management reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 3.5% in Q1 2026, selling an estimated $15.8K and leaving 9,870 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

MAI Capital Management first reported a position in XJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $435K in Q4 2025. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • MAI Capital Management held 9,870 shares of iShares ESG Screened S&P Small-Cap ETF worth $430K as of Q1 2026.
  • MAI Capital Management sold 354 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $15.8K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1088 holding.
  • MAI Capital Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's iShares ESG Screened S&P Small-Cap ETF position peaked at $435K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.