Novare Capital Management’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	$362K	Buy	+8,712	New	+$362K	0.03%	149
2025 Q1	–	Sell	-5,560	Closed	-$233K	–	195
2024 Q4	$233K	Hold	5,560	–	–	0.02%	177
2024 Q3	$235K	Hold	5,560	–	–	0.02%	178
2024 Q2	$220K	Buy	+5,560	New	+$220K	0.02%	171