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

Voisard Asset Management 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
2024
Q4 		– Sell
-961
Closed -$40.6K – 688
2024
Q3 		$40.6K Sell
961
-1,615
-63% -$65.8K 0.02% 209
2024
Q2 		$102K Buy
2,576
+53
+2% +$2.1K 0.05% 99
2024
Q1 		$104K Buy
2,523
+74
+3% +$2.85K 0.06% 87
2023
Q4 		$92.4K Buy
+2,449
New +$84.2K 0.06% 95

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Voisard Asset Management Group's XJH Position: Q4 2024 in Review

Voisard Asset Management Group sold out of iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q4 2024, closing a stake of 961 shares — an estimated $40.6K sold.

Voisard Asset Management Group first reported a position in XJH in Q4 2023 and held it in 4 quarters. The position peaked at $104K in Q1 2024. 139 funds tracked by Wall St. Rank hold XJH as of Q4 2024.

  • Voisard Asset Management Group reported no remaining iShares ESG Screened S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 961 iShares ESG Screened S&P Mid-Cap ETF shares in Q4 2024, an estimated $40.6K.
  • Voisard Asset Management Group first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's iShares ESG Screened S&P Mid-Cap ETF position peaked at $104K in Q1 2024.
  • 139 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.