JSF 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 Q1	–	Sell	-5,089	Closed	-$213K	–	140
2024 Q4	$213K	Sell	5,089 -15	-0.3%	-$628	0.06%	115
2024 Q3	$216K	Buy	+5,104	New	+$216K	0.06%	106
2023 Q3	–	Sell	-5,895	Closed	-$210K	–	119
2023 Q2	$210K	Buy	+5,895	New	+$210K	0.07%	98