MML Investors Services’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 | $251K | Sell |
6,037
-2,689
| -31% | -$112K | ﹤0.01% | 2534 |
|
|
2025
Q1 | $341K | Sell |
8,726
-823
| -9% | -$32.2K | ﹤0.01% | 2235 |
|
|
2024
Q4 | $399K | Sell |
9,549
-131
| -1% | -$5.47K | ﹤0.01% | 2067 |
|
|
2024
Q3 | $409K | Buy |
9,680
+21
| +0.2% | +$887 | ﹤0.01% | 1986 |
|
|
2024
Q2 | $382K | Buy |
9,659
+2,209
| +30% | +$87.4K | ﹤0.01% | 1946 |
|
|
2024
Q1 | $306K | Buy |
7,450
+699
| +10% | +$28.7K | ﹤0.01% | 2099 |
|
|
2023
Q4 | $255K | Sell |
6,751
-1,331
| -16% | -$50.3K | ﹤0.01% | 2153 |
|
|
2023
Q3 | $274K | Buy |
8,082
+1,886
| +30% | +$63.9K | ﹤0.01% | 1980 |
|
|
2023
Q2 | $221K | Buy |
6,196
+281
| +5% | +$10K | ﹤0.01% | 2114 |
|
|
2023
Q1 | $201K | Buy |
+5,915
| New | +$201K | ﹤0.01% | 1913 |
|