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Wealth Enhancement Trust Services’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Wealth Enhancement Trust Services’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
2026
Q3 		$9.85K Buy
+202
New +$10.3K ﹤0.01% 594

Other funds holding XJH

RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Wealth Enhancement Trust Services's XJH Position: Q3 2026 in Review

Wealth Enhancement Trust Services opened a new position in iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q3 2026: 202 shares worth $9.85K. The stake represents ﹤0.01% of the portfolio and ranks #594 among its holdings.

9 funds tracked by Wall St. Rank hold XJH as of Q3 2026.

  • Wealth Enhancement Trust Services held 202 shares of iShares ESG Screened S&P Mid-Cap ETF worth $9.85K as of Q3 2026.
  • iShares ESG Screened S&P Mid-Cap ETF was a new Wealth Enhancement Trust Services position in Q3 2026.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #594 holding.
  • 9 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.