Francis Financial’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	$2.33M	Sell	56,138 -38,732	-41%	-$1.61M	0.54%	29
2025 Q1	$3.71M	Sell	94,870 -307	-0.3%	-$12K	0.9%	20
2024 Q4	$3.98M	Buy	95,177 +10,639	+13%	+$445K	1.01%	20
2024 Q3	$3.57M	Buy	84,538 +37,160	+78%	+$1.57M	0.94%	19
2024 Q2	$1.87M	Buy	+47,378	New	+$1.87M	0.57%	27