UBS Group
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UBS Group’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

UBS Group’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
2026
Q1 		– Sell
-27
Closed -$1.21K – 11253
2025
Q4 		$1.21K Buy
+27
New +$1.19K ﹤0.01% 9660
2023
Q4 		– Sell
-1,752
Closed -$59.3K – 9958
2023
Q3 		$59.3K Sell
1,752
-1,210
-41% -$43.1K ﹤0.01% 6189
2023
Q2 		$106K Buy
2,962
+398
+16% +$13.4K ﹤0.01% 5974
2023
Q1 		$87.2K Buy
+2,564
New +$88.8K ﹤0.01% 6017
2022
Q4 		– Sell
-145
Closed -$4K – 11204
2022
Q3 		$4K Buy
+145
New +$4.74K ﹤0.01% 9408
2022
Q2 		– Sell
-1,823
Closed -$67K – 11018
2022
Q1 		$67K Buy
+1,823
New +$66.3K ﹤0.01% 6218

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

UBS Group's XJH Position: Q1 2026 in Review

UBS Group sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q1 2026, closing a stake of 27 shares — an estimated $1.21K sold.

UBS Group first reported a position in XJH in Q1 2022 and held it in 6 quarters. The position peaked at $106K in Q2 2023. 180 funds tracked by Wall St. Rank hold XJH as of Q1 2026.

  • UBS Group reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 27 iShares ESG Screened S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.21K.
  • UBS Group first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2022 and held it in 6 quarters.
  • UBS Group's iShares ESG Screened S&P Mid-Cap ETF position peaked at $106K in Q2 2023.
  • 180 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.