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Sound View Wealth Advisors Group’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Sound View Wealth Advisors Group’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
-7,185
Closed -$284K – 414
2024
Q2 		$284K Sell
7,185
-613
-8% -$24.3K 0.03% 308
2024
Q1 		$320K Sell
7,798
-15
-0.2% -$577 0.03% 298
2023
Q4 		$295K Buy
7,813
+42
+0.5% +$1.44K 0.03% 309
2023
Q3 		$263K Hold
7,771
– – 0.03% 309
2023
Q2 		$277K Sell
7,771
-4
-0.1% -$135 0.04% 299
2023
Q1 		$264K Sell
7,775
-38
-0.5% -$1.32K 0.04% 302
2022
Q4 		$295K Sell
7,813
-871
-10% -$28.5K 0.03% 309
2022
Q3 		$258K Hold
8,684
– – 0.06% 230
2022
Q2 		$266K Hold
8,684
– – 0.06% 233
2022
Q1 		$318K Buy
8,684
+1,385
+19% +$50.4K 0.06% 230
2021
Q4 		$284K Buy
7,299
+1,062
+17% +$40.6K 0.05% 248
2021
Q3 		$225K Buy
6,237
+554
+10% +$20.5K 0.05% 271
2021
Q2 		$211K Buy
+5,683
New +$212K 0.04% 271

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 $4.91B AUM 31.75% 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

Sound View Wealth Advisors Group's XJH Position: Q3 2024 in Review

Sound View Wealth Advisors Group sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q3 2024, closing a stake of 7,185 shares — an estimated $284K sold.

Sound View Wealth Advisors Group first reported a position in XJH in Q2 2021 and held it in 13 quarters. The position peaked at $320K in Q1 2024. 125 funds tracked by Wall St. Rank hold XJH as of Q3 2024.

  • Sound View Wealth Advisors Group reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 7,185 iShares ESG Screened S&P Mid-Cap ETF shares in Q3 2024, an estimated $284K.
  • Sound View Wealth Advisors Group first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2021 and held it in 13 quarters.
  • Sound View Wealth Advisors Group's iShares ESG Screened S&P Mid-Cap ETF position peaked at $320K in Q1 2024.
  • 125 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2024.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2024, filed 12 Nov 2024.