Focus Partners Wealth’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 | $745K | Buy |
17,940
+5,777
| +47% | +$240K | ﹤0.01% | 1256 |
|
|
2025
Q1 | $475K | Sell |
12,163
-1,238
| -9% | -$48.4K | ﹤0.01% | 1357 |
|
|
2024
Q4 | $561K | Buy |
13,401
+4,501
| +51% | +$188K | ﹤0.01% | 1262 |
|
|
2024
Q3 | $376K | Sell |
8,900
-8,076
| -48% | -$342K | ﹤0.01% | 1232 |
|
|
2024
Q2 | $672K | Hold |
16,976
| – | – | ﹤0.01% | 882 |
|
|
2024
Q1 | $697K | Sell |
16,976
-3,095
| -15% | -$127K | 0.01% | 664 |
|
|
2023
Q4 | $757K | Buy |
+20,071
| New | +$757K | 0.01% | 500 |
|