Raymond James & Associates’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Raymond James & Associates’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
2024 Q3	$15.8M	Buy	373,507 +13,372	+4%	+$545K	0.01%	948
2024 Q2	$14.3M	Buy	360,135 +27,454	+8%	+$1.09M	0.01%	955
2024 Q1	$13.7M	Buy	332,681 +22,988	+7%	+$884K	0.01%	988
2023 Q4	$11.7M	Buy	309,693 +47,554	+18%	+$1.63M	0.01%	1012
2023 Q3	$8.88M	Buy	262,139 +22,885	+10%	+$815K	0.01%	1107
2023 Q2	$8.52M	Buy	239,254 +36,041	+18%	+$1.22M	0.01%	1153
2023 Q1	$6.91M	Buy	203,213 +21,618	+12%	+$749K	0.01%	1253
2022 Q4	$5.96M	Buy	181,595 +47,506	+35%	+$1.55M	0.01%	1297
2022 Q3	$3.99M	Buy	134,089 +72,030	+116%	+$2.35M	﹤0.01%	1529
2022 Q2	$1.9M	Buy	+62,059	New	+$2.07M	﹤0.01%	2018

Other funds holding XJH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James & Associates's XJH Position: Q3 2024 in Review

Raymond James & Associates increased its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 3.7% in Q3 2024, buying an estimated $545K and bringing the position to 373,507 shares worth $15.8M. The position accounts for 0.01% of the portfolio, ranked #948.

Raymond James & Associates first reported a position in XJH in Q2 2022 and has held it in 10 quarters since. 125 funds tracked by Wall St. Rank hold XJH as of Q3 2024.

Raymond James & Associates held 373,507 shares of iShares ESG Screened S&P Mid-Cap ETF worth $15.8M as of Q3 2024.
Raymond James & Associates bought 13,372 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2024, an estimated $545K.
iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #948 holding.
Raymond James & Associates first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2022 and has held it in 10 quarters since.
125 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.