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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
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

KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Millstone Evans Group held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q1 2026 at 23 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Millstone Evans Group first reported a position in XJR in Q3 2025 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • Millstone Evans Group held 23 shares of iShares ESG Screened S&P Small-Cap ETF worth $1K as of Q1 2026.
  • Millstone Evans Group left its iShares ESG Screened S&P Small-Cap ETF share count unchanged in Q1 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Millstone Evans Group's portfolio in Q1 2026, its #804 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 3 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

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