Napatree Capital’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
Q1 | $351K | Buy |
8,991
+158
| +2% | +$6.17K | 0.2% | 136 |
|
|
2024
Q4 | $370K | Sell |
8,833
-46
| -0.5% | -$1.92K | 0.22% | 120 |
|
|
2024
Q3 | $375K | Buy |
8,879
+608
| +7% | +$25.7K | 0.26% | 107 |
|
|
2024
Q2 | $327K | Hold |
8,271
| – | – | 0.27% | 103 |
|
|
2024
Q1 | $317K | Sell |
8,271
-103
| -1% | -$3.95K | 0.31% | 94 |
|
|
2023
Q4 | $316K | Buy |
+8,374
| New | +$316K | 0.32% | 92 |
|