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Tortoise Investment Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Tortoise Investment Management’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
2025
Q4 		– Sell
-400
Closed -$17K – 1484
2025
Q3 		$17K Hold
400
– – ﹤0.01% 549
2025
Q2 		$15.8K Buy
+400
New +$14.9K ﹤0.01% 547
2022
Q4 		– Sell
-300
Closed -$9K – 795
2022
Q3 		$9K Buy
+300
New +$10.2K ﹤0.01% 553

Other funds holding XJR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $761M AUM 31.91% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Tortoise Investment Management's XJR Position: Q4 2025 in Review

Tortoise Investment Management sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q4 2025, closing a stake of 400 shares — an estimated $17K sold.

Tortoise Investment Management first reported a position in XJR in Q3 2022 and held it in 3 quarters. The position peaked at $17K in Q3 2025. 88 funds tracked by Wall St. Rank hold XJR as of Q4 2025.

  • Tortoise Investment Management reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 400 iShares ESG Screened S&P Small-Cap ETF shares in Q4 2025, an estimated $17K.
  • Tortoise Investment Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q3 2022 and held it in 3 quarters.
  • Tortoise Investment Management's iShares ESG Screened S&P Small-Cap ETF position peaked at $17K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.