Francis Financial, Inc. Ishares Tr Esg Screened S&P Mi Transaction History

Francis Financial, Inc.

$411 Million
Q3 2025

A detailed history of Francis Financial, Inc. transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Francis Financial, Inc. holds 50,173 shares of XJH stock, worth $2.16 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

50,173

Previous 56,138 10.63%

Holding current value

$2.16 Million

Previous $2.33 Million 5.54%

% of portfolio

0.53%

Previous 0.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$41.58 - $44.7 $248,024 - $266,635	-5,965 Reduced 10.63%	50,173 $2.2 Million
Q2 2025 Aug 08, 2025	SELL	$34.28 - $41.6 $1.33 Million - $1.61 Million	-38,732 Reduced 40.83%	56,138 $2.33 Million
Q1 2025 May 12, 2025	SELL	$38.41 - $44.06 $11,791 - $13,526	-307 Reduced 0.32%	94,870 $3.71 Million
Q4 2024 Feb 14, 2025	BUY	$41.64 - $45.75 $443,007 - $486,734	10,639 Added 12.58%	95,177 $3.98 Million
Q3 2024 Nov 01, 2024	BUY	$38.71 - $42.43 $1.44 Million - $1.58 Million	37,160 Added 78.43%	84,538 $3.58 Million

Q2 2024 Jul 12, 2024	BUY	$37.95 - $41.03 $1.8 Million - $1.94 Million	47,378 New	47,378 $1.87 Million

Others Institutions Holding XJH

# of Institutions

165

Shares Held

5.58M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P MI

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Francis Financial, Inc. Ishares Tr Esg Screened S&P Mi Transaction History