MML Investors Services’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
7,430
-687
| -8% | -$27.2K | ﹤0.01% | 2447 |
|
|
2025
Q1 | $305K | Sell |
8,117
-2,686
| -25% | -$101K | ﹤0.01% | 2302 |
|
|
2024
Q4 | $444K | Sell |
10,803
-2,403
| -18% | -$98.8K | ﹤0.01% | 1994 |
|
|
2024
Q3 | $552K | Buy |
13,206
+525
| +4% | +$21.9K | ﹤0.01% | 1800 |
|
|
2024
Q2 | $480K | Buy |
12,681
+4,996
| +65% | +$189K | ﹤0.01% | 1812 |
|
|
2024
Q1 | $301K | Buy |
+7,685
| New | +$301K | ﹤0.01% | 2112 |
|