Litman Gregory Wealth Management’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 Q2	$5.68M	Buy	136,908 +12,962	+10%	+$538K	0.45%	45
2025 Q1	$4.84M	Buy	+123,946	New	+$4.84M	0.42%	46