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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
Q2 		$3.85K Hold
73
– – ﹤0.01% 3788
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

NewEdge Advisors's XJR Position: Q2 2026 in Review

NewEdge Advisors held its iShares ESG Screened S&P Small-Cap ETF (XJR) position steady in Q2 2026 at 73 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #3788.

NewEdge Advisors first reported a position in XJR in Q1 2024 and has held it in 10 quarters since. The position peaked at $860K in Q4 2025. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • NewEdge Advisors held 73 shares of iShares ESG Screened S&P Small-Cap ETF worth $3.85K as of Q2 2026.
  • NewEdge Advisors left its iShares ESG Screened S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3788 holding.
  • NewEdge Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • NewEdge Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $860K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.