Keystone Financial Group (Kentucky)’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,504	Closed	-$1.1M	–	415
2024 Q4	$1.1M	Buy	+9,504	New	+$1.1M	0.11%	129