PSI Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-53
| Closed | -$6.82K | – | 800 |
|
|
2024
Q4 | $6.82K | Hold |
53
| – | – | ﹤0.01% | 583 |
|
|
2024
Q3 | $6.66K | Hold |
53
| – | – | ﹤0.01% | 608 |
|
|
2024
Q2 | $6.28K | Buy |
53
+1
| +2% | +$118 | ﹤0.01% | 592 |
|
|
2024
Q1 | $6.03K | Sell |
52
-1
| -2% | -$116 | ﹤0.01% | 562 |
|
|
2023
Q4 | $5.49K | Buy |
53
+21
| +66% | +$2.17K | ﹤0.01% | 610 |
|
|
2023
Q3 | $3.01K | Buy |
+32
| New | +$3.01K | ﹤0.01% | 656 |
|
|
2023
Q2 | – | Sell |
-30
| Closed | -$2.71K | – | 861 |
|
|
2023
Q1 | $2.71K | Hold |
30
| – | – | ﹤0.01% | 588 |
|
|
2022
Q4 | $2.54K | Hold |
30
| – | – | ﹤0.01% | 587 |
|
|
2022
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 617 |
|
|
2022
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 621 |
|
|
2022
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 590 |
|
|
2021
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 628 |
|
|
2021
Q3 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 625 |
|