Topel & Distasi Wealth Management, LLC
Position in XJH — iShares ESG Select Screened S&P Mid-Cap ETF
CIK 1880087
BERKELEY, CA
All Filings in XJH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJH | $805,861 | 17,762 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 XJH | $863,084 | 19,330 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 XJH | $835,079 | 19,044 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 XJH | $793,397 | 19,118 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 XJH | $702,087 | 17,970 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 XJH | $620,093 | 14,822 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 XJH | $629,640 | 14,889 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 XJH | $493,675 | 12,476 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 XJH | $513,048 | 12,489 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 XJH | $435,572 | 11,546 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 XJH | $393,230 | 11,610 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 XJH | $379,709 | 10,660 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 XJH | $354,107 | 10,418 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 XJH | $219,353 | 6,687 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 XJH | $194,969 | 6,558 | Shares | Sole | 2022-11-21 | |
| No filing history on record for this holder in this stock. | ||||||