Parkside Advisors’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
2023
Q1
Sell
-18,954
Closed -$630K 85
2022
Q4
$630K Buy
+18,954
New +$630K 0.22% 42