Eley Financial Management’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
2025
Q2
$809K Sell
2025
Q1
$775K Buy
2024
Q4
$719K Buy
2024
Q3
$687K Buy
2024
Q2
$602K Buy
2024
Q1
$301K Buy