Urban Financial Advisory Corp’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,398	Closed	-$93.7K	–	53
2025 Q1	$93.7K	Buy	2,398 +6	+0.3%	+$234	0.05%	41
2024 Q4	$100K	Buy	2,392 +11	+0.5%	+$460	0.06%	34
2024 Q3	$101K	Buy	+2,381	New	+$101K	0.06%	35