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

Focus Partners Wealth’s Portfolio XJR Stock Details XJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.42M Buy
86,570
+33,161
+62% +$1.31M 0.01% 774
2025
Q1 		$2.01M Buy
+53,409
New +$2.01M 0.01% 839