Novare Capital Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$374K Sell
2025
Q2
$362K Buy
2025
Q1
Sell
2024
Q4
$233K Hold
2024
Q3
$235K Hold
2024
Q2
$220K Buy