Charter Oak Capital Management, LLC
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1810720
PORTSMOUTH, NH
All Filings in XJR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJR | $298,365 | 6,853 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 XJR | $275,620 | 6,473 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||