Three Bearings Fiduciary Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Three Bearings Fiduciary Advisors’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
2026 Q2	$15K	Hold	288	–	–	0.01%	125
2026 Q1	$13.1K	Hold	288	–	–	0.01%	129
2025 Q4	$13.3K	Buy	+288	New	+$12.7K	0.01%	131

Other funds holding XJH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Three Bearings Fiduciary Advisors's XJH Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 288 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #125.

Three Bearings Fiduciary Advisors first reported a position in XJH in Q4 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

Three Bearings Fiduciary Advisors held 288 shares of iShares ESG Screened S&P Mid-Cap ETF worth $15K as of Q2 2026.
Three Bearings Fiduciary Advisors left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #125 holding.
Three Bearings Fiduciary Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
123 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.