VHAM
XJR icon

Van Hulzen Asset Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Van Hulzen Asset Management’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
2025
Q1 		– Sell
-127
Closed -$5.22K – 1133
2024
Q4 		$5.22K Buy
+127
New +$5.42K ﹤0.01% 843

Other funds holding XJR

B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Van Hulzen Asset Management's XJR Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q1 2025, closing a stake of 127 shares — an estimated $5.22K sold.

Van Hulzen Asset Management first reported a position in XJR in Q4 2024 and held it in 1 quarter. The position peaked at $5.22K in Q4 2024. 80 funds tracked by Wall St. Rank hold XJR as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 127 iShares ESG Screened S&P Small-Cap ETF shares in Q1 2025, an estimated $5.22K.
  • Van Hulzen Asset Management first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's iShares ESG Screened S&P Small-Cap ETF position peaked at $5.22K in Q4 2024.
  • 80 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.