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

MONECO Advisors’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
2023
Q4 		– Sell
-10,675
Closed -$353K – 402
2023
Q3 		$353K Buy
10,675
+2,288
+27% +$80.3K 0.1% 225
2023
Q2 		$294K Hold
8,387
– – 0.08% 257
2023
Q1 		$284K Buy
+8,387
New +$294K 0.08% 252

Other funds holding XJR

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

MONECO Advisors's XJR Position: Q4 2023 in Review

MONECO Advisors sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q4 2023, closing a stake of 10,675 shares — an estimated $353K sold.

MONECO Advisors first reported a position in XJR in Q1 2023 and held it in 3 quarters. The position peaked at $353K in Q3 2023. 46 funds tracked by Wall St. Rank hold XJR as of Q4 2023.

  • MONECO Advisors reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • MONECO Advisors sold 10,675 iShares ESG Screened S&P Small-Cap ETF shares in Q4 2023, an estimated $353K.
  • MONECO Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2023 and held it in 3 quarters.
  • MONECO Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $353K in Q3 2023.
  • 46 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q4 2023.

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