MPWS
XJH icon

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

McCarter Private Wealth Services’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 		$287K Sell
5,498
-3,474
-39% -$172K 0.1% 151
2026
Q1 		$407K Buy
8,972
+1,200
+15% +$56.2K 0.18% 103
2025
Q4 		$347K Buy
+7,772
New +$343K 0.16% 117

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
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
B
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

McCarter Private Wealth Services's XJH Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 39% in Q2 2026, selling an estimated $172K and leaving 5,498 shares worth $287K. The position accounts for 0.1% of the portfolio, ranked #151.

McCarter Private Wealth Services first reported a position in XJH in Q4 2025 and has held it in 3 quarters since. The position peaked at $407K in Q1 2026. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • McCarter Private Wealth Services held 5,498 shares of iShares ESG Screened S&P Mid-Cap ETF worth $287K as of Q2 2026.
  • McCarter Private Wealth Services sold 3,474 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $172K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.1% of McCarter Private Wealth Services's portfolio in Q2 2026, its #151 holding.
  • McCarter Private Wealth Services first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • McCarter Private Wealth Services's iShares ESG Screened S&P Mid-Cap ETF position peaked at $407K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.