PSI Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-68
| Closed | -$5.17K | – | 798 |
|
|
2024
Q4 | $5.17K | Hold |
68
| – | – | ﹤0.01% | 623 |
|
|
2024
Q3 | $5.64K | Hold |
68
| – | – | ﹤0.01% | 640 |
|
|
2024
Q2 | $5.28K | Buy |
68
+2
| +3% | +$155 | ﹤0.01% | 635 |
|
|
2024
Q1 | $5.26K | Hold |
66
| – | – | ﹤0.01% | 586 |
|
|
2023
Q4 | $4.97K | Buy |
66
+26
| +65% | +$1.96K | ﹤0.01% | 632 |
|
|
2023
Q3 | $2.77K | Buy |
+40
| New | +$2.77K | ﹤0.01% | 665 |
|