Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘25
601
4 6 2 15.6%
602
4 4 0 128%
603
4 8 4 12.2%
ZEO
604
Zeo Energy
ZEO
$33.1M
4 5 1 33.8%
605
4 11 7 1.73%
606
4 29 25 14.9%
607
4 4 0 12%
608
4 4 0
609
4 10 6 5.22%
610
4 18 14 60.2%
XJR icon
611
iShares ESG Screened S&P Small-Cap ETF
XJR
$112M
4 22 18 18.7%
612
4 12 8 10.5%
613
4 15 11 48.5%
614
4 8 4 31.3%
615
4 7 3 5.08%
616
4 7 3 110%
617
4 5 1 14.2%
618
4 14 10 24.8%
619
4 16 12 10.9%
620
4 10 6 0.84%
621
4 8 4 12.6%
622
4 5 1 69.8%
623
4 9 5 24.7%
624
4 5 1 25.6%
625
4 8 4 66.7%