PSI Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-147	Closed	-$4.88K	–	799
2024 Q4	$4.88K	Buy	147 +3	+2%	+$106	﹤0.01%	629
2024 Q3	$5.24K	Hold	144	–	–	﹤0.01%	650
2024 Q2	$4.82K	Buy	144 +1	+0.7%	+$33	﹤0.01%	645
2024 Q1	$4.6K	Hold	143	–	–	﹤0.01%	601
2023 Q4	$4.58K	Buy	143 +63	+79%	+$1.94K	﹤0.01%	644
2023 Q3	$2.42K	Buy	+80	New	+$2.53K	﹤0.01%	675
2023 Q2	–	Sell	-36	Closed	-$1.13K	–	860
2023 Q1	$1.13K	Hold	36	–	–	﹤0.01%	657
2022 Q4	$1.08K	Hold	36	–	–	﹤0.01%	658
2022 Q3	$1K	Hold	36	–	–	﹤0.01%	682
2022 Q2	$1K	Hold	36	–	–	﹤0.01%	714
2022 Q1	$1K	Hold	36	–	–	﹤0.01%	663
2021 Q4	$1K	Hold	36	–	–	﹤0.01%	707
2021 Q3	$1K	Buy	+36	New	+$1.54K	﹤0.01%	684