Tortoise Investment Management’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
2025 Q2	$15.8K	Buy	+400	New	+$15.8K	﹤0.01%	544
2022 Q4	–	Sell	-300	Closed	-$9K	–	790
2022 Q3	$9K	Buy	+300	New	+$9K	﹤0.01%	550