PSI Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-147
| Closed | -$4.88K | – | 799 |
|
|
2024
Q4 | $4.88K | Buy |
147
+3
| +2% | +$100 | ﹤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% | +$2.02K | ﹤0.01% | 644 |
|
|
2023
Q3 | $2.42K | Buy |
+80
| New | +$2.42K | ﹤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 | +$1K | ﹤0.01% | 684 |
|