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

MassMutual Private Wealth & Trust’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 		$774K Sell
14,669
-500
-3% -$24.2K 0.02% 271
2026
Q1 		$660K Buy
+15,169
New +$678K 0.02% 282

Other funds holding XJR

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
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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 3.3% in Q2 2026, selling an estimated $24.2K and leaving 14,669 shares worth $774K. The position accounts for 0.02% of the portfolio, ranked #271.

MassMutual Private Wealth & Trust first reported a position in XJR in Q1 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 14,669 shares of iShares ESG Screened S&P Small-Cap ETF worth $774K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 500 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $24.2K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.02% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #271 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

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