PSA
Plum Street Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Buy |
57,977
+1,740
| +3% | +$71.9K | 1.06% | 23 |
|
|
2025
Q1 | $2.16M | Buy |
56,237
+680
| +1% | +$26.1K | 1.04% | 23 |
|
|
2024
Q4 | $2.34M | Buy |
55,557
+13,076
| +31% | +$550K | 1.15% | 20 |
|
|
2024
Q3 | $1.78M | Buy |
42,481
+693
| +2% | +$29K | 0.9% | 25 |
|
|
2024
Q2 | $1.61M | Sell |
41,788
-693
| -2% | -$26.7K | 0.94% | 27 |
|
|
2024
Q1 | $1.78M | Buy |
42,481
+2,285
| +6% | +$95.6K | 0.9% | 25 |
|
|
2023
Q4 | $1.53M | Buy |
+40,196
| New | +$1.53M | 1.02% | 24 |
|