Colony Group’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
Q3
$595K Buy
2023
Q2
$531K Sell
2023
Q1
$772K Sell
2022
Q4
$2.01M Buy