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

Voisard Asset Management 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
2024
Q4 		– Sell
-1,265
Closed -$52.9K – 689
2024
Q3 		$52.9K Buy
1,265
+22
+2% +$886 0.02% 182
2024
Q2 		$47.1K Buy
1,243
+26
+2% +$986 0.02% 166
2024
Q1 		$47.7K Buy
1,217
+86
+8% +$3.23K 0.03% 139
2023
Q4 		$43.3K Buy
+1,131
New +$38.4K 0.03% 155

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
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

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

Voisard Asset Management Group sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q4 2024, closing a stake of 1,265 shares — an estimated $52.9K sold.

Voisard Asset Management Group first reported a position in XJR in Q4 2023 and held it in 4 quarters. The position peaked at $52.9K in Q3 2024. 75 funds tracked by Wall St. Rank hold XJR as of Q4 2024.

  • Voisard Asset Management Group reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 1,265 iShares ESG Screened S&P Small-Cap ETF shares in Q4 2024, an estimated $52.9K.
  • Voisard Asset Management Group first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's iShares ESG Screened S&P Small-Cap ETF position peaked at $52.9K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q4 2024.

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