GWM
XJH icon

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

Geneos Wealth Management’s Portfolio XJH Stock Details XJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-398
Closed -$13.5K – 2124
2023
Q1 		$13.5K Buy
+398
New +$13.5K ﹤0.01% 1464