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

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