Eley Financial Management’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	$383K	Buy	9,680 +160	+2%	+$6.33K	0.15%	65
2025 Q1	$359K	Buy	9,520 +1,391	+17%	+$52.4K	0.14%	65
2024 Q4	$334K	Buy	8,129 +793	+11%	+$32.6K	0.13%	66
2024 Q3	$307K	Buy	7,336 +1,207	+20%	+$50.5K	0.12%	65
2024 Q2	$232K	Buy	+6,129	New	+$232K	0.1%	66