Napatree Capital’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
Q1
Sell
-5,139
Closed -$211K 200
2024
Q4
$211K Sell
5,139
-47
-0.9% -$1.93K 0.12% 177
2024
Q3
$217K Buy
+5,186
New +$217K 0.15% 149