West Coast Financial’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	–	Sell	-13,037	Closed	-$491K	–	156
2025 Q1	$491K	Hold	13,037	–	–	0.06%	105
2024 Q4	$536K	Buy	+13,037	New	+$536K	0.06%	102