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

NewEdge 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
Q1 		– Sell
-591
Closed -$19.4K – 4187
2022
Q4 		$19.4K Buy
+591
New +$19.3K ﹤0.01% 2131

Other funds holding XJH

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

NewEdge Advisors's XJH Position: Q1 2023 in Review

NewEdge Advisors sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q1 2023, closing a stake of 591 shares — an estimated $19.4K sold.

NewEdge Advisors first reported a position in XJH in Q4 2022 and held it in 1 quarter. The position peaked at $19.4K in Q4 2022. 78 funds tracked by Wall St. Rank hold XJH as of Q1 2023.

  • NewEdge Advisors reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 591 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2023, an estimated $19.4K.
  • NewEdge Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $19.4K in Q4 2022.
  • 78 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.