Iron Horse Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$11.2K	Hold	286	–	–	﹤0.01%	265
2025 Q1	$10K	Hold	286	–	–	﹤0.01%	275
2024 Q4	$9.55K	Hold	286	–	–	﹤0.01%	246
2024 Q3	$10.4K	Hold	286	–	–	﹤0.01%	234
2024 Q2	$9.59K	Hold	286	–	–	﹤0.01%	220
2024 Q1	$9.22K	Hold	286	–	–	﹤0.01%	204
2023 Q4	$9.17K	Buy	286 +29	+11%	+$895	﹤0.01%	199
2023 Q3	$7.78K	Hold	257	–	–	﹤0.01%	212
2023 Q2	$8.13K	Hold	257	–	–	﹤0.01%	162
2023 Q1	$8.09K	Hold	257	–	–	﹤0.01%	171
2022 Q4	$8K	Buy	+257	New	+$7.53K	﹤0.01%	134
2022 Q3	–	Sell	-257	Closed	-$8K	–	186
2022 Q2	$8K	Buy	257 +51	+25%	+$1.73K	﹤0.01%	130
2022 Q1	$8K	Hold	206	–	–	﹤0.01%	141
2021 Q4	$8K	Buy	206 +6	+3%	+$247	﹤0.01%	127
2021 Q3	$8K	Hold	200	–	–	0.01%	120
2021 Q2	$9K	Hold	200	–	–	0.01%	119
2021 Q1	$9K	Hold	200	–	–	0.01%	112
2020 Q4	$8K	Buy	+200	New	+$7.8K	0.01%	108

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Iron Horse Wealth Management held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2025 at 286 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Iron Horse Wealth Management first reported a position in ESGE in Q4 2020 and has held it in 18 quarters since. 534 funds tracked by Wall St. Rank hold ESGE as of Q2 2025.

Iron Horse Wealth Management held 286 shares of iShares ESG Aware MSCI EM ETF worth $11.2K as of Q2 2025.
Iron Horse Wealth Management left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2025.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #265 holding.
Iron Horse Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 18 quarters since.
534 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2025.

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