Bartlett & Co’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$32K Hold
2023
Q3
$29K Hold
2023
Q2
$30K Hold
2023
Q1
$29K Sell
2022
Q4
$63K Buy
2022
Q3
$25K Hold
2022
Q2
$26K Hold
2022
Q1
$31K Buy