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Trust Company of Vermont’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Trust Company of Vermont’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
2024
Q2 		– Sell
-949
Closed -$39K – 945
2024
Q1 		$39K Buy
+949
New +$36.5K ﹤0.01% 524

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Trust Company of Vermont's XJH Position: Q2 2024 in Review

Trust Company of Vermont sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2024, closing a stake of 949 shares — an estimated $39K sold.

Trust Company of Vermont first reported a position in XJH in Q1 2024 and held it in 1 quarter. The position peaked at $39K in Q1 2024. 113 funds tracked by Wall St. Rank hold XJH as of Q2 2024.

  • Trust Company of Vermont reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Trust Company of Vermont sold 949 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2024, an estimated $39K.
  • Trust Company of Vermont first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Trust Company of Vermont's iShares ESG Screened S&P Mid-Cap ETF position peaked at $39K in Q1 2024.
  • 113 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2024.

Based on Trust Company of Vermont's 13F filing for Q2 2024, filed 9 Jul 2024.