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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

MassMutual Private Wealth & Trust's XJH Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 3.6% in Q2 2026, selling an estimated $37.3K and leaving 20,270 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #250.

MassMutual Private Wealth & Trust first reported a position in XJH in Q4 2024 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

MassMutual Private Wealth & Trust held 20,270 shares of iShares ESG Screened S&P Mid-Cap ETF worth $1.06M as of Q2 2026.
MassMutual Private Wealth & Trust sold 755 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $37.3K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.03% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #250 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 7 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.