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

Parallel 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
2022
Q1 		– Sell
-2,836
Closed -$103K – 3307
2021
Q4 		$110K Buy
+2,836
New +$108K ﹤0.01% 978

Other funds holding XJH

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

Parallel Advisors's XJH Position: Q1 2022 in Review

Parallel Advisors sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q1 2022, closing a stake of 2,836 shares — an estimated $103K sold.

Parallel Advisors first reported a position in XJH in Q4 2021 and held it in 1 quarter. The position peaked at $110K in Q4 2021. 41 funds tracked by Wall St. Rank hold XJH as of Q1 2022.

  • Parallel Advisors reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Parallel Advisors sold 2,836 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2022, an estimated $103K.
  • Parallel Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Parallel Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $110K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2022.

Based on Parallel Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.