Topel & Distasi Wealth Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $835K | Sell |
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|
2025
Q2 | $793K | Buy |
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|
2025
Q1 | $702K | Buy |
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|
2024
Q4 | $620K | Sell |
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|
2024
Q3 | $630K | Buy |
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|
2024
Q2 | $494K | Sell |
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|
2024
Q1 | $513K | Buy |
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|
2023
Q4 | $436K | Sell |
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|
2023
Q3 | $393K | Buy |
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|
2023
Q2 | $380K | Buy |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q3 | $222K | Buy |
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