MinichMacGregor Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-285	Closed	-$8.1K	–	676
2022 Q4	$8.1K	Buy	+285	New	+$8.1K	﹤0.01%	432