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Millstone Evans Group’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Millstone Evans Group’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
Q1 		$3.08K Hold
68
– – ﹤0.01% 715
2025
Q4 		$3.04K Hold
68
– – ﹤0.01% 712
2025
Q3 		$2.98K Buy
+68
New +$2.93K ﹤0.01% 697

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Millstone Evans Group's XJH Position: Q1 2026 in Review

Millstone Evans Group held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q1 2026 at 68 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Millstone Evans Group first reported a position in XJH in Q3 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

  • Millstone Evans Group held 68 shares of iShares ESG Screened S&P Mid-Cap ETF worth $3.08K as of Q1 2026.
  • Millstone Evans Group left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Millstone Evans Group's portfolio in Q1 2026, its #715 holding.
  • Millstone Evans Group first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.