Envestnet Asset Management’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 | $1.19M | Sell |
28,772
-2,459
| -8% | -$102K | ﹤0.01% | 3171 |
|
|
2025
Q1 | $1.22M | Sell |
31,231
-1,986
| -6% | -$77.6K | ﹤0.01% | 3072 |
|
|
2024
Q4 | $1.39M | Buy |
33,217
+1,320
| +4% | +$55.2K | ﹤0.01% | 2941 |
|
|
2024
Q3 | $1.35M | Buy |
31,897
+1,257
| +4% | +$53.2K | ﹤0.01% | 2919 |
|
|
2024
Q2 | $1.21M | Buy |
30,640
+9,261
| +43% | +$366K | ﹤0.01% | 2906 |
|
|
2024
Q1 | $878K | Sell |
21,379
-1,573
| -7% | -$64.6K | ﹤0.01% | 3116 |
|
|
2023
Q4 | $866K | Buy |
22,952
+1,932
| +9% | +$72.9K | ﹤0.01% | 3031 |
|
|
2023
Q3 | $712K | Sell |
21,020
-2,012
| -9% | -$68.1K | ﹤0.01% | 3051 |
|
|
2023
Q2 | $820K | Sell |
23,032
-8,084
| -26% | -$288K | ﹤0.01% | 2892 |
|
|
2023
Q1 | $1.06M | Buy |
31,116
+3,533
| +13% | +$120K | ﹤0.01% | 2639 |
|
|
2022
Q4 | $905K | Buy |
27,583
+2,716
| +11% | +$89.1K | ﹤0.01% | 2723 |
|
|
2022
Q3 | $739K | Buy |
24,867
+2,647
| +12% | +$78.7K | ﹤0.01% | 2787 |
|
|
2022
Q2 | $680K | Buy |
+22,220
| New | +$680K | ﹤0.01% | 2875 |
|