MONECO Advisors’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$353K Buy
2023
Q2
$294K Hold
2023
Q1
$284K Buy