Crux Wealth Advisors’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	$202K	Sell	4,865 -22,545	-82%	-$936K	0.09%	165
2025 Q1	$1.07M	Sell	27,410 -518	-2%	-$20.2K	0.56%	62
2024 Q4	$1.17M	Buy	+27,928	New	+$1.17M	0.65%	49