Commonwealth Equity Services’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
2025 Q2	$211K	Sell	5,339 -2,335	-30%	-$92.3K	﹤0.01%	3884
2025 Q1	$289K	Sell	7,674 -514	-6%	-$19.4K	﹤0.01%	3531
2024 Q4	$337K	Buy	8,188 +189	+2%	+$7.78K	﹤0.01%	3310
2024 Q3	$334K	Sell	7,999 -183	-2%	-$7.64K	﹤0.01%	3264
2024 Q2	$310K	Buy	+8,182	New	+$310K	﹤0.01%	3259