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Stephens Consulting’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Stephens Consulting’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 		$123K Sell
2,763
-57
-2% -$2.51K 0.04% 87
2025
Q3 		$124K Sell
2,820
-279
-9% -$12K 0.04% 88
2025
Q2 		$129K Sell
3,099
-75
-2% -$2.95K 0.03% 128
2025
Q1 		$124K Buy
3,174
+371
+13% +$15.5K 0.03% 122
2024
Q4 		$117K Buy
2,803
+536
+24% +$23.2K 0.03% 129
2024
Q3 		$95.9K Sell
2,267
-169
-7% -$6.89K 0.02% 138
2024
Q2 		$96.4K Sell
2,436
-374
-13% -$14.8K 0.03% 134
2024
Q1 		$115K Buy
+2,810
New +$108K 0.04% 116

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

Stephens Consulting's XJH Position: Q4 2025 in Review

Stephens Consulting reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 2% in Q4 2025, selling an estimated $2.51K and leaving 2,763 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #87.

Stephens Consulting first reported a position in XJH in Q1 2024 and has held it in 8 quarters since. The position peaked at $129K in Q2 2025. 174 funds tracked by Wall St. Rank hold XJH as of Q4 2025.

  • Stephens Consulting held 2,763 shares of iShares ESG Screened S&P Mid-Cap ETF worth $123K as of Q4 2025.
  • Stephens Consulting sold 57 iShares ESG Screened S&P Mid-Cap ETF shares in Q4 2025, an estimated $2.51K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.04% of Stephens Consulting's portfolio in Q4 2025, its #87 holding.
  • Stephens Consulting first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2024 and has held it in 8 quarters since.
  • Stephens Consulting's iShares ESG Screened S&P Mid-Cap ETF position peaked at $129K 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 Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.