MA
XJH icon

MONECO Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

MONECO Advisors’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
2023
Q4 		– Sell
-7,206
Closed -$244K – 401
2023
Q3 		$244K Buy
+7,206
New +$257K 0.07% 289

Other funds holding XJH

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MONECO Advisors's XJH Position: Q4 2023 in Review

MONECO Advisors sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q4 2023, closing a stake of 7,206 shares — an estimated $244K sold.

MONECO Advisors first reported a position in XJH in Q3 2023 and held it in 1 quarter. The position peaked at $244K in Q3 2023. 93 funds tracked by Wall St. Rank hold XJH as of Q4 2023.

  • MONECO Advisors reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • MONECO Advisors sold 7,206 iShares ESG Screened S&P Mid-Cap ETF shares in Q4 2023, an estimated $244K.
  • MONECO Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2023 and held it in 1 quarter.
  • MONECO Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $244K in Q3 2023.
  • 93 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q4 2023.

Based on MONECO Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.