Asset Dedication LLC’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	$153K	Buy	3,690 +2,265	+159%	+$94K	0.01%	359
2025 Q1	$55.7K	Sell	1,425 -589	-29%	-$23K	﹤0.01%	464
2024 Q4	$84.3K	Buy	2,014 +1,032	+105%	+$43.2K	0.01%	399
2024 Q3	$41.5K	Buy	982 +614	+167%	+$26K	﹤0.01%	537
2024 Q2	$14.6K	Buy	+368	New	+$14.6K	﹤0.01%	748