Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio XJH Stock Details XJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$673K Sell
2025
Q1 		$726K Sell
2024
Q4 		$852K Buy
2024
Q3 		$847K Buy
2024
Q2 		$736K Buy
2024
Q1 		$355K Sell
2023
Q4 		$330K Buy
2023
Q3 		$292K Buy