Montrusco Bolton Investments’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Montrusco Bolton Investments’s Portfolio XJR Stock Details XJR Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$911K	Buy
2023 Q3	$603K	Buy
2023 Q2	$547K	Buy
2023 Q1	$462K	Buy
2022 Q4	$207K	Buy