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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,128	Closed	-$445K	–	322
2023 Q1	$445K	Sell	13,128 -167	-1%	-$5.66K	0.09%	154
2022 Q4	$442K	Buy	+13,295	New	+$442K	0.09%	151