Question 1

How many shares of XJR does Focus Partners Wealth own?

Accepted Answer

As of 2026-Q2, Focus Partners Wealth holds 77,488 shares of XJR (ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF).

Question 2

What is Focus Partners Wealth's XJR position worth?

Accepted Answer

As of 2026-Q2, Focus Partners Wealth's XJR position is worth $4.1M.

Question 3

Is Focus Partners Wealth buying or selling XJR?

Accepted Answer

In 2026-Q2, Focus Partners Wealth decreased their XJR position (-16.3% change in shares).

Question 4

When did Focus Partners Wealth first buy XJR?

Accepted Answer

Based on available 13F filings, Focus Partners Wealth first reported a position in XJR in 2025-Q1. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	77,488	-16.3%	$4.1M	0.0%	$52.75	0
2026-Q1	Increased	92,521	+0.4%	$4M	0.0%	$45.46	27
2025-Q4	Increased	92,153	+3.1%	$3.9M	0.0%	$43.12	27
2025-Q3	Increased	89,414	+3.3%	$3.8M	0.0%	$42.22	28
2025-Q2	Increased	86,570	+62.1%	$3.4M	0.0%	$39.26	38
2025-Q1	New	53,409	-	$2M	0.0%	$37.04	36

XJR6 quarters

XJR
6 quarters