iShares ESG Select Screened S&P Small-Cap ETF (XJR) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.20: the stock has moved about 20% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnsweriShares ESG Select Screened S&P Small-Cap ETF (XJR) trades at $49.12. The iShares ESG Select Screened S&P Small-Cap ETF (XJR) aims to mirror the investment performance of an index comprising U.S. small-cap equities. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for XJR: XJR does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
iShares ESG Select Screened S&P Small-Cap ETF (XJR) Financial Services Profile
iShares ESG Select Screened S&P Small-Cap ETF (XJR) offers investors exposure to U.S. small-cap equities while adhering to specific ESG criteria, screening out companies involved in controversial business activities. With a market cap of $0.12 billion and a beta of 1.20, XJR provides a screened investment option within the asset management sector.
What Is the Investment Thesis for XJR?
With a beta of 1.20, XJR offers market-linked performance with a focus on socially responsible investing. The fund's growth is tied to the increasing demand for ESG-focused investment products, which are gaining traction among both institutional and retail investors. Key value drivers include the fund's ability to attract investors seeking to align their investments with their values and the potential for increased inflows as ESG investing becomes more mainstream. A potential catalyst is the growing regulatory focus on ESG disclosures, which could further drive demand for ESG-screened investment options like XJR. However, potential risks include the possibility of underperformance relative to non-ESG-screened small-cap indices and the potential for changes in ESG screening methodologies.
Based on FMP financials and quantitative analysis
XJR Key Highlights
Market Cap: $0.12 billion, indicating its size within the small-cap ETF market.
- Beta: 1.20, reflecting its volatility relative to the broader market.
- ESG Screening: Applies screens for company involvement in controversies and controversial business activities, appealing to socially responsible investors.
- Index Tracking: Seeks to track the investment results of an index composed of small-capitalization U.S. equities.
- Dividend Yield: None, as the ETF does not distribute dividends.
Who Are XJR's Competitors?
XJR is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BMVP Invesco Bloomberg MVP Multi-factor ETF | $52.03 | +0.28% | $97.4M | — |
| CNBS Amplify Seymour Cannabis ETF | $26.13 | -0.55% | $88.4M | — |
| FLJH Franklin FTSE Japan Hedged ETF | $47.00 | +1.34% | $188M | — |
| JPXN iShares JPX-Nikkei 400 ETF | $104.67 | +1.57% | $140M | — |
| RAFE PIMCO RAFI ESG U.S. ETF | $49.12 | +0.49% | $163M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are XJR's Key Strengths?
Established brand recognition as part of the iShares family.
- Clear ESG screening methodology.
- Diversified portfolio of small-cap equities.
- Low expense ratio.
What Are XJR's Weaknesses?
Potential for underperformance compared to non-ESG-screened indices.
- Limited flexibility in investment selection due to index tracking.
- Dependence on the accuracy and effectiveness of ESG data.
What Are the Key Risks for XJR?
Underperformance compared to non-ESG-screened indices.
- Changes in ESG screening methodologies.
- Economic downturn affecting the small-cap market.
- Competition from other ESG ETFs.
What Are XJR's Competitive Advantages?
- Brand recognition as part of the iShares family of ETFs.
- Established ESG screening methodology.
- Diversified portfolio of small-cap equities.
- Low expense ratio compared to actively managed ESG funds.
What Does XJR Do?
The iShares ESG Select Screened S&P Small-Cap ETF (XJR) is designed to provide investors with exposure to the U.S. small-capitalization equity market while adhering to specific environmental, social, and governance (ESG) principles. The ETF tracks the investment results of an index composed of small-cap U.S. equities, applying screens to exclude companies involved in controversies and controversial business activities. This screening process aims to align investments with ESG values, appealing to investors seeking socially responsible investment options. The fund's investment strategy focuses on replicating the performance of its underlying index, offering a diversified portfolio of small-cap stocks that meet the defined ESG criteria. By excluding companies involved in activities such as controversial weapons, tobacco, and thermal coal, XJR provides a screened investment approach. The ETF's holdings reflect a broad range of sectors within the small-cap market, providing exposure to various industries and companies. As part of the iShares family of ETFs, XJR benefits from BlackRock's extensive experience in asset management and ETF administration. The fund is designed to be a cost-effective and transparent way for investors to access the small-cap equity market while incorporating ESG considerations into their investment decisions. XJR's market capitalization is $0.12 billion, reflecting its position within the broader ETF landscape.
What Products and Services Does XJR Offer?
- Tracks the investment results of an index composed of small-capitalization U.S. equities.
- Applies environmental, social, and governance (ESG) screens to its investment selection.
- Excludes companies involved in controversies and controversial business activities.
- Provides investors with exposure to the U.S. small-cap equity market.
- Offers a socially responsible investment option.
- Replicates the performance of its underlying index.
How Does XJR Make Money?
- Generates revenue through management fees charged to investors.
- Tracks an index of U.S. small-cap equities.
- Applies ESG screens to select investments.
- Offers a transparent and cost-effective way to access the small-cap market.
What Industry Does XJR Operate In?
The asset management industry is experiencing significant growth in ESG-focused investment products, driven by increasing investor demand for socially responsible investing. ETFs like XJR are positioned to capitalize on this trend by offering screened exposure to specific market segments. The competitive landscape includes both broad-market ETFs and specialized ESG funds, with firms like BMVP and CNBS offering alternative investment options. The market for ESG ETFs is projected to continue growing as investors increasingly prioritize environmental and social factors in their investment decisions.
Who Are XJR's Key Customers?
- Individual investors seeking socially responsible investments.
- Institutional investors with ESG mandates.
- Financial advisors looking to offer ESG investment options to their clients.
- Pension funds and endowments with ESG considerations.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -3.8%.
XJR Financials
Bull Case vs Bear Case
Bull Case
- Established brand recognition as part of the iShares family.
- Clear ESG screening methodology.
- Diversified portfolio of small-cap equities.
- Low expense ratio.
Bear Case
- Potential for underperformance compared to non-ESG-screened indices.
- Limited flexibility in investment selection due to index tracking.
- Dependence on the accuracy and effectiveness of ESG data.
- Potential: Underperformance compared to non-ESG-screened indices.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
XJR Latest News
No recent news available for XJR.
XJR Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for XJR.
Price Targets
Wall Street price target analysis for XJR.
XJR MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for XJR; grades run from A+ (80-100) to F (below 30).
Common Questions About XJR (Financials)
What does iShares ESG Select Screened S&P Small-Cap ETF do?
The iShares ESG Select Screened S&P Small-Cap ETF (XJR) aims to replicate the investment results of the S&P SmallCap 600 index while applying ESG screens. This means the fund invests in a diversified portfolio of U.S. small-cap companies that meet specific environmental, social, and governance criteria.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The analysis is based on publicly available information and may not reflect all relevant factors.