Mercer Global Advisors
XJH icon

Mercer Global Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Mercer Global Advisors’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
2025
Q2 		– Sell
-17,068
Closed -$667K – 2392
2025
Q1 		$667K Buy
17,068
+4,921
+41% +$205K ﹤0.01% 1319
2024
Q4 		$508K Buy
12,147
+6,915
+132% +$299K ﹤0.01% 1450
2024
Q3 		$219K Buy
5,232
+1
+0% +$41 ﹤0.01% 1760
2024
Q2 		$207K Sell
5,231
-2,672
-34% -$106K ﹤0.01% 1785
2024
Q1 		$325K Sell
7,903
-3,085
-28% -$119K ﹤0.01% 1522
2023
Q4 		$415K Buy
10,988
+4,462
+68% +$153K ﹤0.01% 1429
2023
Q3 		$221K Buy
6,526
+305
+5% +$10.9K ﹤0.01% 1717
2023
Q2 		$222K Buy
+6,221
New +$210K ﹤0.01% 1687

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 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 $1.19B AUM 15.91% 1-Year Est. Return

Mercer Global Advisors's XJH Position: Q2 2025 in Review

Mercer Global Advisors sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2025, closing a stake of 17,068 shares — an estimated $667K sold.

Mercer Global Advisors first reported a position in XJH in Q2 2023 and held it in 8 quarters. The position peaked at $667K in Q1 2025. 156 funds tracked by Wall St. Rank hold XJH as of Q2 2025.

  • Mercer Global Advisors reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 17,068 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2025, an estimated $667K.
  • Mercer Global Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2023 and held it in 8 quarters.
  • Mercer Global Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $667K in Q1 2025.
  • 156 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2025.

Based on Mercer Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.