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Signature Estate & Investment Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Signature Estate & Investment 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
2025
Q4 		– Sell
-4,815
Closed -$211K – 629
2025
Q3 		$211K Sell
4,815
-332
-6% -$14.3K ﹤0.01% 566
2025
Q2 		$214K Buy
+5,147
New +$202K ﹤0.01% 543

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Signature Estate & Investment Advisors's XJH Position: Q4 2025 in Review

Signature Estate & Investment Advisors sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q4 2025, closing a stake of 4,815 shares — an estimated $211K sold.

Signature Estate & Investment Advisors first reported a position in XJH in Q2 2025 and held it in 2 quarters. The position peaked at $214K in Q2 2025. 174 funds tracked by Wall St. Rank hold XJH as of Q4 2025.

  • Signature Estate & Investment Advisors reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 4,815 iShares ESG Screened S&P Mid-Cap ETF shares in Q4 2025, an estimated $211K.
  • Signature Estate & Investment Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2025 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $214K in Q2 2025.
  • 174 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q4 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.