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Signet Financial Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Signet Financial Management’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
2022
Q1 		– Sell
-131
Closed -$5K – 1360
2021
Q4 		$5K Buy
+131
New +$5.28K ﹤0.01% 1192

Other funds holding XJR

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PC
Pecaut & Co Sioux City, Iowa $308M AUM 15.9% 1-Year Est. Return

Signet Financial Management's XJR Position: Q1 2022 in Review

Signet Financial Management sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q1 2022, closing a stake of 131 shares — an estimated $5K sold.

Signet Financial Management first reported a position in XJR in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 17 funds tracked by Wall St. Rank hold XJR as of Q1 2022.

  • Signet Financial Management reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 131 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2022, an estimated $5K.
  • Signet Financial Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Signet Financial Management's iShares ESG Screened S&P Small-Cap ETF position peaked at $5K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.