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

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

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

Other funds holding ESGU

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Iron Horse Wealth Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2025 at 277 shares worth $37.5K. The position accounts for 0.01% of the portfolio, ranked #159.

Iron Horse Wealth Management first reported a position in ESGU in Q4 2020 and has held it in 18 quarters since. The position peaked at $40.3K in Q4 2024. 774 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

Iron Horse Wealth Management held 277 shares of iShares ESG Aware MSCI USA ETF worth $37.5K as of Q2 2025.
Iron Horse Wealth Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2025.
iShares ESG Aware MSCI USA ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #159 holding.
Iron Horse Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 18 quarters since.
Iron Horse Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $40.3K in Q4 2024.
774 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

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