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

TrustCore Financial Services’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
2022 Q4	$57.9K	Hold	1,765	–	–	0.01%	429
2022 Q3	$52K	Sell	1,765 -865	-33%	-$28.3K	﹤0.01%	436
2022 Q2	$80K	Buy	2,630 +1,211	+85%	+$40.5K	0.01%	378
2022 Q1	$52K	Buy	1,419 +750	+112%	+$27.3K	﹤0.01%	467
2021 Q4	$26K	Hold	669	–	–	﹤0.01%	566
2021 Q3	$24K	Hold	669	–	–	﹤0.01%	616
2021 Q2	$25K	Buy	+669	New	+$24.9K	﹤0.01%	591

Other funds holding XJH

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TrustCore Financial Services's XJH Position: Q4 2022 in Review

TrustCore Financial Services held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q4 2022 at 1,765 shares worth $57.9K. The position accounts for 0.01% of the portfolio, ranked #429.

TrustCore Financial Services first reported a position in XJH in Q2 2021 and has held it in 7 quarters since. The position peaked at $80K in Q2 2022. 73 funds tracked by Wall St. Rank hold XJH as of Q4 2022.

TrustCore Financial Services held 1,765 shares of iShares ESG Screened S&P Mid-Cap ETF worth $57.9K as of Q4 2022.
TrustCore Financial Services left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q4 2022.
iShares ESG Screened S&P Mid-Cap ETF made up 0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #429 holding.
TrustCore Financial Services first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q2 2021 and has held it in 7 quarters since.
TrustCore Financial Services's iShares ESG Screened S&P Mid-Cap ETF position peaked at $80K in Q2 2022.
73 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.