WCF
XJR icon

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

West Coast Financial’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
-13,037
Closed -$491K – 156
2025
Q1 		$491K Hold
13,037
– – 0.06% 105
2024
Q4 		$536K Buy
+13,037
New +$556K 0.06% 102

Other funds holding XJR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Franklin Resources
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
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.32B AUM 24.95% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

West Coast Financial's XJR Position: Q2 2025 in Review

West Coast Financial sold out of iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2025, closing a stake of 13,037 shares — an estimated $491K sold.

West Coast Financial first reported a position in XJR in Q4 2024 and held it in 2 quarters. The position peaked at $536K in Q4 2024. 84 funds tracked by Wall St. Rank hold XJR as of Q2 2025.

  • West Coast Financial reported no remaining iShares ESG Screened S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 13,037 iShares ESG Screened S&P Small-Cap ETF shares in Q2 2025, an estimated $491K.
  • West Coast Financial first reported a position in iShares ESG Screened S&P Small-Cap ETF in Q4 2024 and held it in 2 quarters.
  • West Coast Financial's iShares ESG Screened S&P Small-Cap ETF position peaked at $536K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.