Fulcrum Capital’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
2023 Q1	–	Sell	-34,354	Closed	-$1.13M	–	125
2022 Q4	$1.13M	Sell	34,354 -161,463	-82%	-$5.3M	0.33%	50
2022 Q3	$5.82M	Buy	+195,817	New	+$5.82M	1.73%	25