Morgan Stanley’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 | $11.7K | Sell |
294
-2,259
| -88% | -$89.6K | ﹤0.01% | 6813 |
|
|
2025
Q1 | $96.1K | Buy |
2,553
+2,552
| +255,200% | +$96.1K | ﹤0.01% | 6026 |
|
|
2024
Q4 | $70 | Buy |
+1
| New | +$70 | ﹤0.01% | 7527 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$54 | – | 7967 |
|
|
2024
Q1 | $54 | Sell |
1
-1
| -50% | -$54 | ﹤0.01% | 7470 |
|
|
2023
Q4 | $80 | Sell |
2
-13
| -87% | -$520 | ﹤0.01% | 7532 |
|
|
2023
Q3 | $496 | Buy |
+15
| New | +$496 | ﹤0.01% | 7309 |
|
|
2021
Q4 | – | Sell |
-50,000
| Closed | -$1.93M | – | 8126 |
|
|
2021
Q3 | $1.93M | Buy |
+50,000
| New | +$1.93M | ﹤0.01% | 4608 |
|