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Sowell Financial Services’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-357
Closed -$13K – 2771
2021
Q1 		$13K Buy
+357
New +$12.3K ﹤0.01% 2225

Other funds holding XJH

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sowell Financial Services's XJH Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2021, closing a stake of 357 shares — an estimated $13K sold.

Sowell Financial Services first reported a position in XJH in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 15 funds tracked by Wall St. Rank hold XJH as of Q2 2021.

  • Sowell Financial Services reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 357 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2021, an estimated $13K.
  • Sowell Financial Services first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's iShares ESG Screened S&P Mid-Cap ETF position peaked at $13K in Q1 2021.
  • 15 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.