J.P. Morgan Private Wealth Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,219	Closed	-$290K	–	2010
2022 Q4	$290K	Hold	10,219	–	–	﹤0.01%	1672
2022 Q3	$274K	Buy	+10,219	New	+$274K	﹤0.01%	1688