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

Napatree Capital’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
2025 Q1	$351K	Buy	8,991 +158	+2%	+$6.58K	0.2%	136
2024 Q4	$370K	Sell	8,833 -46	-0.5%	-$1.99K	0.22%	120
2024 Q3	$375K	Buy	8,879 +608	+7%	+$24.8K	0.26%	107
2024 Q2	$327K	Hold	8,271	–	–	0.27%	103
2024 Q1	$317K	Sell	8,271 -103	-1%	-$3.96K	0.31%	94
2023 Q4	$316K	Buy	+8,374	New	+$288K	0.32%	92

Other funds holding XJH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Napatree Capital's XJH Position: Q1 2025 in Review

Napatree Capital increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 1.8% in Q1 2025, buying an estimated $6.58K and bringing the position to 8,991 shares worth $351K. The position accounts for 0.2% of the portfolio, ranked #136.

Napatree Capital first reported a position in XJH in Q4 2023 and has held it in 6 quarters since. The position peaked at $375K in Q3 2024. 139 funds tracked by Wall St. Rank hold XJH as of Q1 2025.

Napatree Capital held 8,991 shares of iShares ESG Screened S&P Mid-Cap ETF worth $351K as of Q1 2025.
Napatree Capital bought 158 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2025, an estimated $6.58K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.2% of Napatree Capital's portfolio in Q1 2025, its #136 holding.
Napatree Capital first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2023 and has held it in 6 quarters since.
Napatree Capital's iShares ESG Screened S&P Mid-Cap ETF position peaked at $375K in Q3 2024.
139 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.