Wells Financial Advisors’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Wells Financial Advisors’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 Q2	–	Sell	-400	Closed	-$15.1K	–	79
2025 Q1	$15.1K	Hold	400	–	–	0.02%	69
2024 Q4	$16.5K	Hold	400	–	–	0.02%	70
2024 Q3	$16.7K	Sell	400 -82	-17%	-$3.3K	0.02%	70
2024 Q2	$18.3K	Hold	482	–	–	0.01%	74
2024 Q1	$18.9K	Hold	482	–	–	0.01%	61
2023 Q4	$18.4K	Hold	482	–	–	0.01%	58
2023 Q3	$15.9K	Hold	482	–	–	0.01%	58
2023 Q2	$16.9K	Buy	+482	New	+$16.1K	0.01%	58

Other funds holding XJR

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

BMD

Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wells Financial Advisors's XJR Position: Q2 2025 in Review

Wells Financial Advisors sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2025, closing a stake of 400 shares — an estimated $15.1K sold.

Wells Financial Advisors first reported a position in XJR in Q2 2023 and held it in 8 quarters. The position peaked at $18.9K in Q1 2024. 84 funds tracked by Wall St. Rank hold XJR as of Q2 2025.

Wells Financial Advisors reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Wells Financial Advisors sold 400 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2025, an estimated $15.1K.
Wells Financial Advisors first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q2 2023 and held it in 8 quarters.
Wells Financial Advisors's iShares ESG Screened S&P Small-Cap ETF position peaked at $18.9K in Q1 2024.
84 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2025.

Based on Wells Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.