Thrivent Financial for Lutherans’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Thrivent Financial for Lutherans’s Portfolio XJR Stock Details XJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-61,031	Closed	-$2.6M	–	2679
2025 Q4	$2.6M	Buy	+61,031	New	+$2.59M	﹤0.01%	1297
2025 Q3	–	Sell	-57,103	Closed	-$2.26M	–	2633
2025 Q2	$2.26M	Buy	+57,103	New	+$2.13M	﹤0.01%	1271
2024 Q3	–	Sell	-6,472	Closed	-$245K	–	2612
2024 Q2	$245K	Buy	+6,472	New	+$245K	﹤0.01%	2439

Other funds holding XJR

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Thrivent Financial for Lutherans's XJR Position: Q1 2026 in Review

Thrivent Financial for Lutherans sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q1 2026, closing a stake of 61,031 shares — an estimated $2.6M sold.

Thrivent Financial for Lutherans first reported a position in XJR in Q2 2024 and held it in 3 quarters. The position peaked at $2.6M in Q4 2025. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

Thrivent Financial for Lutherans reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Thrivent Financial for Lutherans sold 61,031 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $2.6M.
Thrivent Financial for Lutherans first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2024 and held it in 3 quarters.
Thrivent Financial for Lutherans's iShares ESG Screened S&P Small-Cap ETF position peaked at $2.6M in Q4 2025.
95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.