Alesco Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
7,742
+93
| +1% | +$3.86K | 0.01% | 159 |
|
|
2025
Q1 | $299K | Hold |
7,649
| – | – | 0.01% | 153 |
|
|
2024
Q4 | $320K | Sell |
7,649
-66
| -0.9% | -$2.76K | 0.01% | 153 |
|
|
2024
Q3 | $326K | Hold |
7,715
| – | – | 0.01% | 146 |
|
|
2024
Q2 | $305K | Buy |
7,715
+170
| +2% | +$6.73K | 0.01% | 153 |
|
|
2024
Q1 | $310K | Buy |
7,545
+1,870
| +33% | +$76.8K | 0.01% | 149 |
|
|
2023
Q4 | $214K | Buy |
+5,675
| New | +$214K | 0.01% | 167 |
|
|
2023
Q3 | – | Sell |
-5,675
| Closed | -$202K | – | 178 |
|
|
2023
Q2 | $202K | Buy |
+5,675
| New | +$202K | 0.01% | 164 |
|