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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
Q2 		$521K Buy
9,875
+5
+0.1% +$242 ﹤0.01% 1284
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

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

MAI Capital Management increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 0.05% in Q2 2026, buying an estimated $242 and bringing the position to 9,875 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

MAI Capital Management first reported a position in XJR in Q4 2024 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • MAI Capital Management held 9,875 shares of iShares ESG Screened S&P Small-Cap ETF worth $521K as of Q2 2026.
  • MAI Capital Management bought 5 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $242.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1284 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 7 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

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