Iron Horse Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Iron Horse Wealth Management’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	+$875	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	+$22.6K	0.01%	93
2022 Q3	–	Sell	-355	Closed	-$22K	–	185
2022 Q2	$22K	Buy	355 +15	+4%	+$1.02K	0.01%	99
2022 Q1	$25K	Buy	340 +2	+0.6%	+$151	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	+$23.1K	0.02%	83

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Iron Horse Wealth Management's ESGD Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2025 at 372 shares worth $33.2K. The position accounts for 0.01% of the portfolio, ranked #167.

Iron Horse Wealth Management first reported a position in ESGD in Q4 2020 and has held it in 18 quarters since. 641 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

Iron Horse Wealth Management held 372 shares of iShares ESG Aware MSCI EAFE ETF worth $33.2K as of Q2 2025.
Iron Horse Wealth Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2025.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #167 holding.
Iron Horse Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 18 quarters since.
641 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.