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Scott Capital Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Scott Capital 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
2022
Q3 		– Sell
-16,067
Closed -$491K – 41
2022
Q2 		$491K Buy
+16,067
New +$537K 0.33% 26

Other funds holding XJH

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FC
Fulcrum Capital Seattle, Washington $461M AUM 17.82% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Scott Capital Advisors's XJH Position: Q3 2022 in Review

Scott Capital Advisors sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q3 2022, closing a stake of 16,067 shares — an estimated $491K sold.

Scott Capital Advisors first reported a position in XJH in Q2 2022 and held it in 1 quarter. The position peaked at $491K in Q2 2022. 52 funds tracked by Wall St. Rank hold XJH as of Q3 2022.

  • Scott Capital Advisors reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Scott Capital Advisors sold 16,067 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2022, an estimated $491K.
  • Scott Capital Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2022 and held it in 1 quarter.
  • Scott Capital Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $491K in Q2 2022.
  • 52 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2022.

Based on Scott Capital Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.