Selective Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,630	Closed	-$124K	–	751
2022 Q3	$124K	Sell	4,630 -88	-2%	-$2.36K	0.05%	176
2022 Q2	$134K	Buy	4,718 +3,268	+225%	+$92.8K	0.05%	189
2022 Q1	$50K	Buy	+1,450	New	+$50K	0.02%	301