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SageView Advisory Group’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

SageView Advisory Group’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
2025
Q4 		$748K Buy
17,562
+789
+5% +$33.5K 0.03% 291
2025
Q3 		$714K Buy
16,773
+1,074
+7% +$44.5K 0.02% 315
2025
Q2 		$638K Buy
15,699
+1,882
+14% +$70.3K 0.02% 321
2025
Q1 		$520K Buy
+13,817
New +$558K 0.02% 338

Other funds holding XJR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

SageView Advisory Group's XJR Position: Q4 2025 in Review

SageView Advisory Group increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 4.7% in Q4 2025, buying an estimated $33.5K and bringing the position to 17,562 shares worth $748K. The position accounts for 0.03% of the portfolio, ranked #291.

SageView Advisory Group first reported a position in XJR in Q1 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold XJR as of Q4 2025.

  • SageView Advisory Group held 17,562 shares of iShares ESG Screened S&P Small-Cap ETF worth $748K as of Q4 2025.
  • SageView Advisory Group bought 789 iShares ESG Screened S&P Small-Cap ETF shares in Q4 2025, an estimated $33.5K.
  • iShares ESG Screened S&P Small-Cap ETF made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #291 holding.
  • SageView Advisory Group first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2025 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.