MWM
XJR icon

Merriman Wealth Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Merriman Wealth Management’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
2024
Q4 		$2.05M Sell
49,932
-1,648
-3% -$70.3K 0.09% 62
2024
Q3 		$2.16M Buy
51,580
+15,064
+41% +$607K 0.09% 75
2024
Q2 		$1.38M Sell
36,516
-721
-2% -$27.3K 0.06% 81
2024
Q1 		$1.46M Sell
37,237
-3,381
-8% -$127K 0.07% 77
2023
Q4 		$1.55M Buy
40,618
+16,795
+70% +$570K 0.08% 80
2023
Q3 		$791K Buy
23,823
+1,797
+8% +$63.1K 0.04% 97
2023
Q2 		$771K Sell
22,026
-21,197
-49% -$709K 0.04% 119
2023
Q1 		$1.47M Buy
43,223
+14,146
+49% +$496K 0.08% 72
2022
Q4 		$966K Sell
29,077
-37,685
-56% -$1.27M 0.05% 98
2022
Q3 		$2.05M Buy
+66,762
New +$2.28M 0.13% 42

Other funds holding XJR

B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return