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

UBS Group’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
2026
Q2 		$105 Sell
2
-597
-100% -$28.9K ﹤0.01% 10097
2026
Q1 		$26.1K Buy
599
+514
+605% +$23K ﹤0.01% 7770
2025
Q4 		$3.62K Buy
85
+83
+4,150% +$3.52K ﹤0.01% 8983
2025
Q3 		$85 Sell
2
-2,762
-100% -$115K ﹤0.01% 9947
2025
Q2 		$109K Sell
2,764
-1,881
-40% -$70.3K ﹤0.01% 7163
2025
Q1 		$175K Buy
+4,645
New +$188K ﹤0.01% 6638
2023
Q1 		– Sell
-1,715
Closed -$57K – 10486
2022
Q4 		$57K Sell
1,715
-6,685
-80% -$225K ﹤0.01% 6647
2022
Q3 		$258K Buy
+8,400
New +$287K ﹤0.01% 4879
2021
Q4 		– Sell
-38
Closed -$1K – 10774
2021
Q3 		$1K Buy
+38
New +$1.48K ﹤0.01% 9260

Other funds holding XJR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

UBS Group's XJR Position: Q2 2026 in Review

UBS Group reduced its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 100% in Q2 2026, selling an estimated $28.9K and leaving 2 shares worth $105. The position accounts for ﹤0.01% of the portfolio, ranked #10097.

UBS Group first reported a position in XJR in Q3 2021 and has held it in 9 quarters since. The position peaked at $258K in Q3 2022. 102 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

  • UBS Group held 2 shares of iShares ESG Screened S&P Small-Cap ETF worth $105 as of Q2 2026.
  • UBS Group sold 597 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2026, an estimated $28.9K.
  • iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #10097 holding.
  • UBS Group first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q3 2021 and has held it in 9 quarters since.
  • UBS Group's iShares ESG Screened S&P Small-Cap ETF position peaked at $258K in Q3 2022.
  • 102 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.