UBS Group’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 | $109K | Sell |
2,764
-1,881
| -40% | -$74.4K | ﹤0.01% | 5901 |
|
|
2025
Q1 | $175K | Buy |
+4,645
| New | +$175K | ﹤0.01% | 5390 |
|
|
2023
Q1 | – | Sell |
-1,715
| Closed | -$57K | – | 9099 |
|
|
2022
Q4 | $57K | Sell |
1,715
-6,685
| -80% | -$222K | ﹤0.01% | 5501 |
|
|
2022
Q3 | $258K | Buy |
+8,400
| New | +$258K | ﹤0.01% | 3872 |
|
|
2021
Q4 | – | Sell |
-38
| Closed | -$1K | – | 9446 |
|
|
2021
Q3 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 8101 |
|