WealthShield Partners’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
2023 Q4	–	Sell	-4,450	Closed	-$148K	–	515
2023 Q3	$148K	Buy	4,450 +3,631	+443%	+$120K	0.02%	309
2023 Q2	$28.7K	Buy	819 +230	+39%	+$8.05K	﹤0.01%	407
2023 Q1	$20K	Buy	+589	New	+$20K	﹤0.01%	413