Elwood & Goetz Wealth Advisory Group’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
2022
Q2
Sell
-8,921
Closed -$338K 70
2022
Q1
$338K Buy
+8,921
New +$338K 0.1% 49