Northwestern Mutual Wealth Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Northwestern Mutual Wealth Management’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
2026 Q2	$3.29M	Buy	63,182 +13,649	+28%	+$675K	﹤0.01%	999
2026 Q1	$2.25M	Buy	49,533 +11,382	+30%	+$533K	﹤0.01%	1066
2025 Q4	$1.7M	Buy	38,151 +15,972	+72%	+$704K	﹤0.01%	1104
2025 Q3	$973K	Buy	22,179 +1,036	+5%	+$44.6K	﹤0.01%	1235
2025 Q2	$877K	Buy	21,143 +3,171	+18%	+$125K	﹤0.01%	1196
2025 Q1	$702K	Buy	17,972 +17,666	+5,773%	+$736K	﹤0.01%	1222
2024 Q4	$12.8K	Hold	306	–	–	﹤0.01%	2658
2024 Q3	$12.9K	Buy	+306	New	+$12.5K	﹤0.01%	2597

Other funds holding XJH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

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

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Northwestern Mutual Wealth Management's XJH Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 28% in Q2 2026, buying an estimated $675K and bringing the position to 63,182 shares worth $3.29M. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Northwestern Mutual Wealth Management first reported a position in XJH in Q3 2024 and has held it in 8 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Northwestern Mutual Wealth Management held 63,182 shares of iShares ESG Screened S&P Mid-Cap ETF worth $3.29M as of Q2 2026.
Northwestern Mutual Wealth Management bought 13,649 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $675K.
iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #999 holding.
Northwestern Mutual Wealth Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.