PSI Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-143
Closed -$6K 801
2024
Q4
$6K Hold
143
﹤0.01% 602
2024
Q3
$5.94K Buy
143
+1
+0.7% +$42 ﹤0.01% 633
2024
Q2
$5.45K Buy
142
+1
+0.7% +$38 ﹤0.01% 627
2024
Q1
$5.69K Hold
141
﹤0.01% 571
2023
Q4
$5.35K Buy
141
+51
+57% +$1.94K ﹤0.01% 616
2023
Q3
$3.03K Buy
+90
New +$3.03K ﹤0.01% 653