iShares ESG Screened S&P Small-Cap ETF (XJR)

• Market cap: $104M
• 1 day: 0.35%
• 5 days: 2.65%
• 1 month: 4.75%
• 3 months: 10.57%
• 6 months: 5.55%
• Year to date: 3.88%
• 1 year: 2.65%
• 5 years: 72.74%
• 10 years: 72.74%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

16% more capital invested

Capital invested by funds: $29.1M [Q1] → $33.7M (+$4.6M) [Q2]

6% more funds holding

Funds holding: 78 [Q1] → 83 (+5) [Q2]

3.13% more ownership

Funds ownership: 30.98% [Q1] → 34.11% (+3.13%) [Q2]