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Birchbrook’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Birchbrook’s Portfolio XJR Stock Details XJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$293K Buy
7,397
+1,687
+30% +$66.7K 0.16% 61
2025
Q1 		$215K Buy
+5,710
New +$215K 0.12% 67