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

Trust Company of Vermont’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
2024
Q2 		– Sell
-621
Closed -$24.3K – 946
2024
Q1 		$24.3K Buy
+621
New +$23.3K ﹤0.01% 586

Other funds holding XJR

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Trust Company of Vermont sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2024, closing a stake of 621 shares — an estimated $24.3K sold.

Trust Company of Vermont first reported a position in XJR in Q1 2024 and held it in 1 quarter. The position peaked at $24.3K in Q1 2024. 62 funds tracked by Wall St. Rank hold XJR as of Q2 2024.

  • Trust Company of Vermont reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Trust Company of Vermont sold 621 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2024, an estimated $24.3K.
  • Trust Company of Vermont first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Trust Company of Vermont's iShares ESG Screened S&P Small-Cap ETF position peaked at $24.3K in Q1 2024.
  • 62 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2024.

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