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

Pecaut & Co’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
2023 Q4	–	Sell	-438	Closed	-$14.5K	–	105
2023 Q3	$14.5K	Sell	438 -21	-5%	-$737	0.01%	92
2023 Q2	$16.1K	Sell	459 -1,016	-69%	-$34K	0.01%	97
2023 Q1	$50K	Hold	1,475	–	–	0.02%	95
2022 Q4	$49K	Hold	1,475	–	–	0.02%	92
2022 Q3	$45K	Sell	1,475 -607	-29%	-$20.7K	0.02%	86
2022 Q2	$67K	Sell	2,082 -59	-3%	-$2.05K	0.04%	84
2022 Q1	$81K	Buy	2,141 +251	+13%	+$9.55K	0.04%	85
2021 Q4	$77K	Buy	+1,890	New	+$76.2K	0.04%	82

Other funds holding XJR

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return

Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return

Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return