NA
XJR icon

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

NewEdge 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
2026
Q1 		$3.18K Sell
73
-20,135
-100% -$900K ﹤0.01% 3696
2025
Q4 		$860K Buy
20,208
+68
+0.3% +$2.89K ﹤0.01% 1584
2025
Q3 		$857K Buy
20,140
+1,878
+10% +$77.9K ﹤0.01% 1484
2025
Q2 		$722K Sell
18,262
-1,080
-6% -$40.3K ﹤0.01% 1469
2025
Q1 		$728K Buy
19,342
+16,399
+557% +$663K ﹤0.01% 1363
2024
Q4 		$121K Buy
2,943
+534
+22% +$22.8K ﹤0.01% 2224
2024
Q3 		$101K Sell
2,409
-9
-0.4% -$362 ﹤0.01% 2191
2024
Q2 		$91.6K Buy
2,418
+80
+3% +$3.03K ﹤0.01% 2150
2024
Q1 		$91.6K Buy
+2,338
New +$87.7K ﹤0.01% 2093

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

NewEdge Advisors's XJR Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 100% in Q1 2026, selling an estimated $900K and leaving 73 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #3696.

NewEdge Advisors first reported a position in XJR in Q1 2024 and has held it in 9 quarters since. The position peaked at $860K in Q4 2025. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

  • NewEdge Advisors held 73 shares of iShares ESG Screened S&P Small-Cap ETF worth $3.18K as of Q1 2026.
  • NewEdge Advisors sold 20,135 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $900K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3696 holding.
  • NewEdge Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • NewEdge Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $860K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.