Marshall & Sterling Wealth Advisors Inc. XJH — ISHARES ESG

Ownership history in Marshall & Sterling Wealth Advisors Inc.  ·  7 quarters on record

AI Ownership Summary

Marshall & Sterling Wealth Advisors Inc. reported ISHARES ESG (XJH) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.25% in 2024 Q4. The latest visible filing shows XJH at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XJH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Marshall & Sterling Wealth Advisors Inc.'s position in ISHARES ESG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

XJH was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XJH stock page Marshall & Sterling Wealth Advisors Inc. fund profile Marshall & Sterling Wealth Advisors Inc. full holdings
How Marshall & Sterling Wealth Advisors Inc. held XJH — position size vs. price
% of Fund (quarterly)    XJH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 5,449 +61 +1.1% 0.17% $284K 2026-07-21 $51.27
2026 Q1 ADDED — — — 5,388 +74 +1.4% 0.16% $244K 2026-05-07 $49.40
2025 Q4 REDUCED — — — 5,314 -103 -1.9% 0.16% $237K 2026-02-10 $48.54
2025 Q3 REDUCED 5.5% +3.8% ❌ 5,417 -316 -5.5% 0.15% $237K 2025-11-10 $43.49
2025 Q2 REDUCED 11.9% +5.6% ❌ 5,733 -776 -11.9% 0.16% $237K 2025-08-12 $42.15
2025 Q1 REDUCED 23.8% +6.5% ❌ 6,509 -2,028 -23.8% 0.17% $254K 2025-05-15 $40.25
2024 Q4 INITIATED — — — 8,537 — — 0.25% $357K 2025-02-14 $42.05

🏢 Other funds also holding XJH

As of 2026 Q2 — sorted by position size

Wealth Advisory Team LLC 0.85% BIRCHBROOK, INC. 0.51% Shira Ridge Wealth Management 3Y 0.42% JNBA Financial Advisors 3Y 7Y 0.33% Beta Wealth Group, Inc. 3Y 7Y 0.27% RTD Financial Advisors, Inc. 3Y 0.18% Affiance Financial, LLC 3Y 7Y 0.18% Pathfinder Wealth Consulting, Inc. 0.16% Stordahl Capital Management, Inc. 3Y 7Y 0.13% Pacific Excel Wealth Advisors, Inc. 0.11%

FAQ About Marshall & Sterling Wealth Advisors Inc. and XJH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Marshall & Sterling Wealth Advisors Inc. reported owning XJH?

Marshall & Sterling Wealth Advisors Inc. reported XJH across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported XJH position in Marshall & Sterling Wealth Advisors Inc.'s portfolio?

The largest reported portfolio weight for XJH was 0.25% in 2024 Q4.

What is the latest reported XJH position on this page?

The most recent filing on this page is 2026 Q2, when Marshall & Sterling Wealth Advisors Inc. reported 5,449 shares, equal to 0.17% of portfolio, with an estimated market value of $284K.

What does the chart on this XJH ownership page compare?

The chart compares Marshall & Sterling Wealth Advisors Inc.'s quarterly XJH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Marshall & Sterling Wealth Advisors Inc. time their XJH position?

Based on 13F filing dates vs. subsequent XJH price moves, Marshall & Sterling Wealth Advisors Inc. correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on XJH relative to SPY over the holding period was -91.1%.

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