MAI Capital Management
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1040197
INDEPENDENCE, OH
All Filings in XJR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJR | $429,720 | 9,870 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 XJR | $435,337 | 10,224 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 XJR | $273,831 | 6,434 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 XJR | $256,481 | 6,485 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 XJR | $195,832 | 5,205 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 XJR | $158,193 | 3,846 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||