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WealthShield Partners’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

WealthShield Partners’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
2023
Q4 		– Sell
-4,450
Closed -$148K – 515
2023
Q3 		$148K Buy
4,450
+3,631
+443% +$127K 0.02% 309
2023
Q2 		$28.7K Buy
819
+230
+39% +$7.69K ﹤0.01% 407
2023
Q1 		$20K Buy
+589
New +$20.7K ﹤0.01% 413

Other funds holding XJR

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

WealthShield Partners's XJR Position: Q4 2023 in Review

WealthShield Partners sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q4 2023, closing a stake of 4,450 shares — an estimated $148K sold.

WealthShield Partners first reported a position in XJR in Q1 2023 and held it in 3 quarters. The position peaked at $148K in Q3 2023. 46 funds tracked by Wall St. Rank hold XJR as of Q4 2023.

  • WealthShield Partners reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • WealthShield Partners sold 4,450 iShares ESG Screened S&P Small-Cap ETF shares in Q4 2023, an estimated $148K.
  • WealthShield Partners first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q1 2023 and held it in 3 quarters.
  • WealthShield Partners's iShares ESG Screened S&P Small-Cap ETF position peaked at $148K in Q3 2023.
  • 46 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q4 2023.

Based on WealthShield Partners's 13F filing for Q4 2023, filed 23 Jan 2024.