World Investment Advisors’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	$2.83M	Sell	68,178 -7,986	-10%	-$331K	0.06%	313
2025 Q1	$2.98M	Sell	76,164 -54,750	-42%	-$2.14M	0.08%	286
2024 Q4	$5.48M	Sell	130,914 -8,158	-6%	-$341K	0.15%	158
2024 Q3	$5.88M	Buy	+139,072	New	+$5.88M	0.18%	135