Morgan Stanley’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 | $81.4K | Buy |
1,961
+442
| +29% | +$18.3K | ﹤0.01% | 6203 |
|
|
2025
Q1 | $59.4K | Buy |
1,519
+4
| +0.3% | +$156 | ﹤0.01% | 6212 |
|
|
2024
Q4 | $63.4K | Buy |
1,515
+5
| +0.3% | +$209 | ﹤0.01% | 6215 |
|
|
2024
Q3 | $63.9K | Buy |
+1,510
| New | +$63.9K | ﹤0.01% | 6147 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$53 | – | 7966 |
|
|
2024
Q1 | $53 | Buy |
+1
| New | +$53 | ﹤0.01% | 7473 |
|
|
2023
Q4 | – | Sell |
-44
| Closed | -$1.5K | – | 7913 |
|
|
2023
Q3 | $1.5K | Buy |
+44
| New | +$1.5K | ﹤0.01% | 7174 |
|
|
2022
Q1 | – | Sell |
-57
| Closed | -$2K | – | 8138 |
|
|
2021
Q4 | $2K | Hold |
57
| – | – | ﹤0.01% | 7808 |
|
|
2021
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 7683 |
|
|
2021
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 7545 |
|
|
2021
Q1 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 7288 |
|