Focus Partners Wealth
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Focus Partners Wealth’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Focus Partners Wealth’s Portfolio XJH Stock Details XJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$745K Buy
2025
Q1 		$475K Sell
2024
Q4 		$561K Buy
2024
Q3 		$376K Sell
2024
Q2 		$672K Hold
2024
Q1 		$697K Sell
2023
Q4 		$757K Buy