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World Investment Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

World Investment Advisors’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
Q2 		$2.83M Hold
62,396
– – 0.05% 392
2026
Q1 		$2.83M Buy
62,396
+1,418
+2% +$66.4K 0.05% 393
2025
Q4 		$2.72M Sell
60,978
-1,571
-3% -$69.3K 0.04% 397
2025
Q3 		$2.74M Sell
62,549
-5,629
-8% -$243K 0.06% 339
2025
Q2 		$2.83M Sell
68,178
-7,986
-10% -$314K 0.06% 314
2025
Q1 		$2.98M Sell
76,164
-54,750
-42% -$2.28M 0.08% 287
2024
Q4 		$5.48M Sell
130,914
-8,158
-6% -$353K 0.15% 159
2024
Q3 		$5.88M Buy
+139,072
New +$5.67M 0.18% 136

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

World Investment Advisors's XJH Position: Q2 2026 in Review

World Investment Advisors held its iShares ESG Screened S&P Mid-Cap ETF (XJH) position steady in Q2 2026 at 62,396 shares worth $2.83M. The position accounts for 0.05% of the portfolio, ranked #392.

World Investment Advisors first reported a position in XJH in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.88M in Q3 2024. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • World Investment Advisors held 62,396 shares of iShares ESG Screened S&P Mid-Cap ETF worth $2.83M as of Q2 2026.
  • World Investment Advisors left its iShares ESG Screened S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.05% of World Investment Advisors's portfolio in Q2 2026, its #392 holding.
  • World Investment Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • World Investment Advisors's iShares ESG Screened S&P Mid-Cap ETF position peaked at $5.88M in Q3 2024.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.