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

Litman Gregory Wealth Management’s Portfolio XJH Stock Details XJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.89M	Sell
2025 Q2	$5.68M	Buy
2025 Q1	$4.84M	Buy