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

Raymond James & Associates’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
2024
Q3 		$478K Buy
11,426
+10
+0.1% +$403 ﹤0.01% 3143
2024
Q2 		$432K Buy
11,416
+5,577
+96% +$212K ﹤0.01% 3155
2024
Q1 		$229K Buy
+5,839
New +$219K ﹤0.01% 3537

Other funds holding XJR

B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Raymond James & Associates increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 0.09% in Q3 2024, buying an estimated $403 and bringing the position to 11,426 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #3143.

Raymond James & Associates first reported a position in XJR in Q1 2024 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold XJR as of Q3 2024.

  • Raymond James & Associates held 11,426 shares of iShares ESG Screened S&P Small-Cap ETF worth $478K as of Q3 2024.
  • Raymond James & Associates bought 10 iShares ESG Screened S&P Small-Cap ETF shares in Q3 2024, an estimated $403.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3143 holding.
  • Raymond James & Associates first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2024 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q3 2024.

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