Voisard Asset Management Group’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
2024 Q4	–	Sell	-961	Closed	-$40.6K	–	688
2024 Q3	$40.6K	Sell	961 -1,615	-63%	-$68.3K	0.02%	209
2024 Q2	$102K	Buy	2,576 +53	+2%	+$2.1K	0.05%	99
2024 Q1	$104K	Buy	2,523 +74	+3%	+$3.04K	0.06%	87
2023 Q4	$92.4K	Buy	+2,449	New	+$92.4K	0.06%	95