Corient Private Wealth’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 | $955K | Buy |
23,020
+1,482
| +7% | +$61.5K | ﹤0.01% | 1456 |
|
|
2025
Q1 | $841K | Sell |
21,538
-1,573
| -7% | -$61.5K | ﹤0.01% | 1349 |
|
|
2024
Q4 | $967K | Buy |
23,111
+4,397
| +23% | +$184K | ﹤0.01% | 1331 |
|
|
2024
Q3 | $791K | Buy |
18,714
+4,505
| +32% | +$191K | ﹤0.01% | 1492 |
|
|
2024
Q2 | $562K | Buy |
14,209
+847
| +6% | +$33.5K | ﹤0.01% | 1573 |
|
|
2024
Q1 | $549K | Buy |
+13,362
| New | +$549K | ﹤0.01% | 1581 |
|