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

Millstone Evans Group’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 		$2.58K Buy
49
+26
+113% +$1.26K ﹤0.01% 759
2026
Q1 		$1K Hold
23
– – ﹤0.01% 804
2025
Q4 		$979 Hold
23
– – ﹤0.01% 807
2025
Q3 		$979 Buy
+23
New +$954 ﹤0.01% 789

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

Millstone Evans Group's XJR Position: Q2 2026 in Review

Millstone Evans Group increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 113% in Q2 2026, buying an estimated $1.26K and bringing the position to 49 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Millstone Evans Group first reported a position in XJR in Q3 2025 and has held it in 4 quarters since. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • Millstone Evans Group held 49 shares of iShares ESG Screened S&P Small-Cap ETF worth $2.58K as of Q2 2026.
  • Millstone Evans Group bought 26 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $1.26K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #759 holding.
  • Millstone Evans Group first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.