Capital Advantage’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
Sell
-6,273
Closed -$262K 145
2025
Q1
$262K Hold
6,273
0.05% 120
2024
Q4
$262K Buy
+6,273
New +$262K 0.05% 120