Iron Horse Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$37.5K	Hold	277	–	–	0.01%	159
2025 Q1	$33.8K	Sell	277 -36	-12%	-$4.64K	0.01%	152
2024 Q4	$40.3K	Hold	313	–	–	0.01%	131
2024 Q3	$39.5K	Hold	313	–	–	0.01%	129
2024 Q2	$37.3K	Hold	313	–	–	0.01%	124
2024 Q1	$36K	Sell	313 -2	-0.6%	-$219	0.01%	104
2023 Q4	$33K	Hold	315	–	–	0.01%	96
2023 Q3	$29.6K	Hold	315	–	–	0.01%	93
2023 Q2	$30.7K	Sell	315 -107	-25%	-$9.88K	0.02%	89
2023 Q1	$38.2K	Hold	422	–	–	0.02%	80
2022 Q4	$36K	Buy	+422	New	+$36K	0.02%	83
2022 Q3	–	Sell	-315	Closed	-$26K	–	187
2022 Q2	$26K	Sell	315 -28	-8%	-$2.56K	0.01%	87
2022 Q1	$35K	Hold	343	–	–	0.02%	84
2021 Q4	$37K	Hold	343	–	–	0.02%	78
2021 Q3	$34K	Hold	343	–	–	0.02%	74
2021 Q2	$34K	Hold	343	–	–	0.02%	78
2021 Q1	$31K	Hold	343	–	–	0.02%	78
2020 Q4	$30K	Buy	+343	New	+$27.9K	0.02%	76