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

Optas LLC’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 		$283K Sell
5,418
-5,932
-52% -$293K 0.04% 341
2026
Q1 		$515K Buy
11,350
+4,664
+70% +$218K 0.08% 157
2025
Q4 		$299K Sell
6,686
-102
-2% -$4.5K 0.05% 304
2025
Q3 		$298K Sell
6,788
-7,532
-53% -$325K 0.05% 254
2025
Q2 		$594K Buy
14,320
+564
+4% +$22.2K 0.11% 109
2025
Q1 		$537K Buy
13,756
+476
+4% +$19.8K 0.09% 115
2024
Q4 		$556K Buy
13,280
+632
+5% +$27.3K 0.12% 102
2024
Q3 		$535K Buy
12,648
+347
+3% +$14.1K 0.12% 103
2024
Q2 		$487K Sell
12,301
-50
-0.4% -$1.98K 0.13% 88
2024
Q1 		$507K Buy
12,351
+3,389
+38% +$130K 0.14% 88
2023
Q4 		$338K Sell
8,962
-10,600
-54% -$364K 0.1% 121
2023
Q3 		$663K Buy
19,562
+11,772
+151% +$419K 0.22% 68
2023
Q2 		$277K Sell
7,790
-2,003
-20% -$67.6K 0.09% 127
2023
Q1 		$333K Buy
+9,793
New +$339K 0.12% 111

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
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
B
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Optas LLC's XJH Position: Q2 2026 in Review

Optas LLC reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 52% in Q2 2026, selling an estimated $293K and leaving 5,418 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #341.

Optas LLC first reported a position in XJH in Q1 2023 and has held it in 14 quarters since. The position peaked at $663K in Q3 2023. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Optas LLC held 5,418 shares of iShares ESG Screened S&P Mid-Cap ETF worth $283K as of Q2 2026.
  • Optas LLC sold 5,932 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $293K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.04% of Optas LLC's portfolio in Q2 2026, its #341 holding.
  • Optas LLC first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Optas LLC's iShares ESG Screened S&P Mid-Cap ETF position peaked at $663K in Q3 2023.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.