PSI Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	+$115	﹤0.01%	592
2024 Q1	$6.03K	Sell	52 -1	-2%	-$110	﹤0.01%	562
2023 Q4	$5.49K	Buy	53 +21	+66%	+$2.06K	﹤0.01%	610
2023 Q3	$3K	Buy	+32	New	+$3.13K	﹤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	+$3.04K	﹤0.01%	625