MassMutual Private Wealth & Trust’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	$950K	Sell	19,465 -805	-4%	-$41.1K	0.03%	252
2026 Q2	$1.06M	Sell	20,270 -755	-4%	-$37.3K	0.03%	250
2026 Q1	$954K	Buy	21,025 +495	+2%	+$23.2K	0.03%	245
2025 Q4	$917K	Sell	20,530 -90	-0.4%	-$3.97K	0.02%	253
2025 Q3	$904K	Buy	20,620 +135	+0.7%	+$5.82K	0.02%	253
2025 Q2	$850K	Sell	20,485 -1,425	-7%	-$56K	0.02%	263
2025 Q1	$856K	Sell	21,910 -1,010	-4%	-$42.1K	0.02%	258
2024 Q4	$959K	Buy	+22,920	New	+$991K	0.03%	251

Other funds holding XJH

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

MassMutual Private Wealth & Trust's XJH Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 4% in Q3 2026, selling an estimated $41.1K and leaving 19,465 shares worth $950K. The position accounts for 0.03% of the portfolio, ranked #252.

MassMutual Private Wealth & Trust first reported a position in XJH in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q2 2026. 9 funds tracked by Wall St. Rank hold XJH as of Q3 2026.

MassMutual Private Wealth & Trust held 19,465 shares of iShares ESG Screened S&P Mid-Cap ETF worth $950K as of Q3 2026.
MassMutual Private Wealth & Trust sold 805 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2026, an estimated $41.1K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.03% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #252 holding.
MassMutual Private Wealth & Trust first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
MassMutual Private Wealth & Trust's iShares ESG Screened S&P Mid-Cap ETF position peaked at $1.06M in Q2 2026.
9 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.