Iron Horse Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$930 | ﹤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 | +$8K | ﹤0.01% | 134 |
|
|
2022
Q3 | – | Sell |
-257
| Closed | -$8K | – | 186 |
|
|
2022
Q2 | $8K | Buy |
257
+51
| +25% | +$1.59K | ﹤0.01% | 130 |
|
|
2022
Q1 | $8K | Hold |
206
| – | – | ﹤0.01% | 141 |
|
|
2021
Q4 | $8K | Buy |
206
+6
| +3% | +$233 | ﹤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 | +$8K | 0.01% | 108 |
|