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MCF Advisors’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

MCF Advisors’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
Q1 		$99.3K Hold
2,280
– – ﹤0.01% 497
2025
Q4 		$97.1K Hold
2,280
– – 0.01% 406
2025
Q3 		$97K Hold
2,280
– – 0.01% 324
2025
Q2 		$90.2K Hold
2,280
– – 0.01% 322
2025
Q1 		$85.8K Hold
2,280
– – 0.01% 331
2024
Q4 		$93.8K Hold
2,280
– – 0.01% 317
2024
Q3 		$95.3K Hold
2,280
– – 0.01% 307
2024
Q2 		$86.3K Hold
2,280
– – 0.01% 313
2024
Q1 		$89.3K Hold
2,280
– – 0.01% 310
2023
Q4 		$87.2K Hold
2,280
– – 0.01% 312
2023
Q3 		$75.4K Hold
2,280
– – 0.01% 322
2023
Q2 		$79.8K Hold
2,280
– – 0.01% 314
2023
Q1 		$77.3K Hold
2,280
– – 0.01% 312
2022
Q4 		$75.7K Buy
+2,280
New +$76.7K 0.01% 305

Other funds holding XJR

KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MCF Advisors's XJR Position: Q1 2026 in Review

MCF Advisors held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q1 2026 at 2,280 shares worth $99.3K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

MCF Advisors first reported a position in XJR in Q4 2022 and has held it in 14 quarters since. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • MCF Advisors held 2,280 shares of iShares ESG Screened S&P Small-Cap ETF worth $99.3K as of Q1 2026.
  • MCF Advisors left its iShares ESG Screened S&P Small-Cap ETF share count unchanged in Q1 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of MCF Advisors's portfolio in Q1 2026, its #497 holding.
  • MCF Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.