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Meramec Financial Planners’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Meramec Financial Planners’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 		$52K Buy
1,010
+3
+0.3% +$145 0.02% 215
2026
Q1 		$48.4K Hold
1,007
– – 0.02% 207
2025
Q4 		$46.9K Buy
+1,007
New +$42.7K 0.02% 216

Other funds holding XJR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Meramec Financial Planners's XJR Position: Q2 2026 in Review

Meramec Financial Planners increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 0.3% in Q2 2026, buying an estimated $145 and bringing the position to 1,010 shares worth $52K. The position accounts for 0.02% of the portfolio, ranked #215.

Meramec Financial Planners first reported a position in XJR in Q4 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Meramec Financial Planners held 1,010 shares of iShares ESG Screened S&P Small-Cap ETF worth $52K as of Q2 2026.
  • Meramec Financial Planners bought 3 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $145.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.02% of Meramec Financial Planners's portfolio in Q2 2026, its #215 holding.
  • Meramec Financial Planners first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.