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Smartleaf Asset Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Smartleaf Asset Management’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 		– Sell
-1
Closed -$39 – 2994
2024
Q2 		$39 Sell
1
-320
-100% -$12.7K ﹤0.01% 2734
2024
Q1 		$13.2K Sell
321
-1,115
-78% -$42.9K ﹤0.01% 939
2023
Q4 		$54.9K Buy
+1,436
New +$49.4K 0.01% 520

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EB
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
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Mariner
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Smartleaf Asset Management's XJH Position: Q3 2024 in Review

Smartleaf Asset Management sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q3 2024, closing a stake of 1 share — an estimated $39 sold.

Smartleaf Asset Management first reported a position in XJH in Q4 2023 and held it in 3 quarters. The position peaked at $54.9K in Q4 2023. 125 funds tracked by Wall St. Rank hold XJH as of Q3 2024.

  • Smartleaf Asset Management reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Smartleaf Asset Management sold 1 iShares ESG Screened S&P Mid-Cap ETF share in Q3 2024, an estimated $39.
  • Smartleaf Asset Management first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2023 and held it in 3 quarters.
  • Smartleaf Asset Management's iShares ESG Screened S&P Mid-Cap ETF position peaked at $54.9K in Q4 2023.
  • 125 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2024.

Based on Smartleaf Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.