Elwood & Goetz Wealth Advisory Group’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
2022
Q2
Sell
-13,948
Closed -$510K 69
2022
Q1
$510K Buy
+13,948
New +$510K 0.16% 41