Merriman Wealth Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Merriman Wealth Management’s Portfolio XJR Stock Details XJR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.05M	Sell
2024 Q3	$2.16M	Buy
2024 Q2	$1.38M	Sell
2024 Q1	$1.46M	Sell
2023 Q4	$1.55M	Buy
2023 Q3	$791K	Buy
2023 Q2	$771K	Sell
2023 Q1	$1.47M	Buy
2022 Q4	$966K	Sell
2022 Q3	$2.05M	Buy