MassMutual Private Wealth & Trust’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	$850K	Sell	20,485 -1,425	-7%	-$59.1K	0.02%	263
2025 Q1	$856K	Sell	21,910 -1,010	-4%	-$39.5K	0.02%	258
2024 Q4	$959K	Buy	+22,920	New	+$959K	0.03%	251