Mercer Global Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,068
| Closed | -$667K | – | 2361 |
|
|
2025
Q1 | $667K | Buy |
17,068
+4,921
| +41% | +$192K | ﹤0.01% | 1319 |
|
|
2024
Q4 | $508K | Buy |
12,147
+6,915
| +132% | +$289K | ﹤0.01% | 1450 |
|
|
2024
Q3 | $219K | Buy |
5,232
+1
| +0% | +$42 | ﹤0.01% | 1760 |
|
|
2024
Q2 | $207K | Sell |
5,231
-2,672
| -34% | -$106K | ﹤0.01% | 1785 |
|
|
2024
Q1 | $325K | Sell |
7,903
-3,085
| -28% | -$127K | ﹤0.01% | 1522 |
|
|
2023
Q4 | $415K | Buy |
10,988
+4,462
| +68% | +$169K | ﹤0.01% | 1429 |
|
|
2023
Q3 | $221K | Buy |
6,526
+305
| +5% | +$10.3K | ﹤0.01% | 1717 |
|
|
2023
Q2 | $222K | Buy |
+6,221
| New | +$222K | ﹤0.01% | 1687 |
|