SageView Advisory Group’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$994K Buy
23,095
+2,896
+14% +$125K 0.04% 244
2025
Q1
$789K Buy
+20,199
New +$789K 0.03% 259