Optas LLC’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

Optas LLC’s Portfolio XJR Stock Details XJR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$260K	Buy
2025 Q1	$233K	Buy
2024 Q4	$245K	Buy
2024 Q3	$236K	Buy
2024 Q2	$209K	Sell
2024 Q1	$216K	Sell
2023 Q4	$293K	Sell
2023 Q3	$448K	Buy
2023 Q2	$321K	Sell
2023 Q1	$538K	Buy