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

Raymond James Financial Services 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
2024 Q3	$3.87M	Sell	91,508 -156,923	-63%	-$6.4M	0.01%	1367
2024 Q2	$9.83M	Buy	248,431 +2,285	+0.9%	+$90.5K	0.01%	844
2024 Q1	$10.1M	Buy	246,146 +187,408	+319%	+$7.21M	0.02%	802
2023 Q4	$2.22M	Buy	58,738 +21,044	+56%	+$723K	﹤0.01%	1523
2023 Q3	$1.28M	Sell	37,694 -553	-1%	-$19.7K	﹤0.01%	1772
2023 Q2	$1.36M	Buy	38,247 +1,454	+4%	+$49.1K	﹤0.01%	1753
2023 Q1	$1.25M	Buy	36,793 +8,841	+32%	+$306K	﹤0.01%	1768
2022 Q4	$917K	Buy	27,952 +16,028	+134%	+$524K	﹤0.01%	1890
2022 Q3	$355K	Buy	11,924 +4,259	+56%	+$139K	﹤0.01%	2480
2022 Q2	$234K	Buy	+7,665	New	+$256K	﹤0.01%	2775

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 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

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

Raymond James Financial Services Advisors's XJH Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 63% in Q3 2024, selling an estimated $6.4M and leaving 91,508 shares worth $3.87M. The position accounts for 0.01% of the portfolio, ranked #1367.

Raymond James Financial Services Advisors first reported a position in XJH in Q2 2022 and has held it in 10 quarters since. The position peaked at $10.1M in Q1 2024. 125 funds tracked by Wall St. Rank hold XJH as of Q3 2024.

Raymond James Financial Services Advisors held 91,508 shares of iShares ESG Screened S&P Mid-Cap ETF worth $3.87M as of Q3 2024.
Raymond James Financial Services Advisors sold 156,923 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2024, an estimated $6.4M.
iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1367 holding.
Raymond James Financial Services Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2022 and has held it in 10 quarters since.
Raymond James Financial Services Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $10.1M in Q1 2024.
125 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.