Iron Horse Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.5K | Hold |
277
| – | – | 0.01% | 159 |
|
|
2025
Q1 | $33.8K | Sell |
277
-36
| -12% | -$4.39K | 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% | -$230 | 0.01% | 104 |
|
|
2023
Q4 | $33.1K | Hold |
315
| – | – | 0.01% | 96 |
|
|
2023
Q3 | $29.6K | Hold |
315
| – | – | 0.01% | 93 |
|
|
2023
Q2 | $30.7K | Sell |
315
-107
| -25% | -$10.4K | 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% | -$2.31K | 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 | +$30K | 0.02% | 76 |
|