Iron Horse Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2K | Hold |
372
| – | – | 0.01% | 167 |
|
|
2025
Q1 | $30.4K | Hold |
372
| – | – | 0.01% | 161 |
|
|
2024
Q4 | $28.3K | Buy |
372
+11
| +3% | +$838 | 0.01% | 154 |
|
|
2024
Q3 | $30.4K | Hold |
361
| – | – | 0.01% | 144 |
|
|
2024
Q2 | $28.4K | Hold |
361
| – | – | 0.01% | 138 |
|
|
2024
Q1 | $28.8K | Hold |
361
| – | – | 0.01% | 111 |
|
|
2023
Q4 | $27.3K | Hold |
361
| – | – | 0.01% | 104 |
|
|
2023
Q3 | $25K | Hold |
361
| – | – | 0.01% | 100 |
|
|
2023
Q2 | $26.3K | Buy |
361
+1
| +0.3% | +$73 | 0.01% | 95 |
|
|
2023
Q1 | $25.9K | Hold |
360
| – | – | 0.01% | 93 |
|
|
2022
Q4 | $24K | Buy |
+360
| New | +$24K | 0.01% | 93 |
|
|
2022
Q3 | – | Sell |
-355
| Closed | -$22K | – | 185 |
|
|
2022
Q2 | $22K | Buy |
355
+15
| +4% | +$930 | 0.01% | 99 |
|
|
2022
Q1 | $25K | Buy |
340
+2
| +0.6% | +$147 | 0.01% | 100 |
|
|
2021
Q4 | $27K | Hold |
338
| – | – | 0.02% | 89 |
|
|
2021
Q3 | $26K | Hold |
338
| – | – | 0.02% | 83 |
|
|
2021
Q2 | $27K | Hold |
338
| – | – | 0.02% | 89 |
|
|
2021
Q1 | $26K | Hold |
338
| – | – | 0.02% | 82 |
|
|
2020
Q4 | $25K | Buy |
+338
| New | +$25K | 0.02% | 83 |
|