MML Investors Services
XJR icon

MML Investors Services’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

MML Investors Services’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 		$227K Sell
5,225
-1,136
-18% -$50.8K ﹤0.01% 2745
2025
Q4 		$271K Buy
6,361
+62
+1% +$2.63K ﹤0.01% 2697
2025
Q3 		$268K Sell
6,299
-1,131
-15% -$46.9K ﹤0.01% 2599
2025
Q2 		$294K Sell
7,430
-687
-8% -$25.7K ﹤0.01% 2447
2025
Q1 		$305K Sell
8,117
-2,686
-25% -$109K ﹤0.01% 2302
2024
Q4 		$444K Sell
10,803
-2,403
-18% -$103K ﹤0.01% 1994
2024
Q3 		$552K Buy
13,206
+525
+4% +$21.1K ﹤0.01% 1800
2024
Q2 		$480K Buy
12,681
+4,996
+65% +$189K ﹤0.01% 1812
2024
Q1 		$301K Buy
+7,685
New +$288K ﹤0.01% 2112

Other funds holding XJR

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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 $4.91B AUM 31.75% 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 $186M AUM 34.94% 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

MML Investors Services's XJR Position: Q1 2026 in Review

MML Investors Services reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 18% in Q1 2026, selling an estimated $50.8K and leaving 5,225 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #2745.

MML Investors Services first reported a position in XJR in Q1 2024 and has held it in 9 quarters since. The position peaked at $552K in Q3 2024. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • MML Investors Services held 5,225 shares of iShares ESG Screened S&P Small-Cap ETF worth $227K as of Q1 2026.
  • MML Investors Services sold 1,136 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $50.8K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2745 holding.
  • MML Investors Services first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • MML Investors Services's iShares ESG Screened S&P Small-Cap ETF position peaked at $552K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.