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

TimeScale Financial’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
2023
Q2 		$68.5K Hold
1,922
– – 0.01% 186
2023
Q1 		$65.3K Buy
+1,922
New +$66.6K 0.01% 184

Other funds holding XJH

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

TimeScale Financial's XJH Position: Q2 2023 in Review

TimeScale Financial held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2023 at 1,922 shares worth $68.5K. The position accounts for 0.01% of the portfolio, ranked #186.

TimeScale Financial first reported a position in XJH in Q1 2023 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold XJH as of Q2 2023.

  • TimeScale Financial held 1,922 shares of iShares ESG Screened S&P Mid-Cap ETF worth $68.5K as of Q2 2023.
  • TimeScale Financial left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q2 2023.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of TimeScale Financial's portfolio in Q2 2023, its #186 holding.
  • TimeScale Financial first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2023 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.