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 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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

IWA

Invera Wealth Advisors Bend, Oregon $156M AUM 22.76% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group's XJR Position: Q1 2026 in Review

UBS Group increased its iShares ESG Screened S&P Small-Cap ETF (XJR) stake by 605% in Q1 2026, buying an estimated $23K and bringing the position to 599 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #7770.

UBS Group first reported a position in XJR in Q3 2021 and has held it in 8 quarters since. The position peaked at $258K in Q3 2022. 95 funds tracked by Wall St. Rank hold XJR as of Q1 2026.

UBS Group held 599 shares of iShares ESG Screened S&P Small-Cap ETF worth $26.1K as of Q1 2026.
UBS Group bought 514 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2026, an estimated $23K.
iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7770 holding.
UBS Group first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q3 2021 and has held it in 8 quarters since.
UBS Group's iShares ESG Screened S&P Small-Cap ETF position peaked at $258K in Q3 2022.
95 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2026.

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