Ruedi Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Ruedi Wealth Management’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-475	Closed	-$38.8K	–	143
2025 Q1	$38.8K	Sell	475 -5	-1%	-$403	0.01%	98
2024 Q4	$36.5K	Buy	480 +25	+5%	+$1.99K	0.01%	97
2024 Q3	$38.3K	Hold	455	–	–	0.01%	99
2024 Q2	$35.8K	Buy	455 +344	+310%	+$27.3K	0.01%	100
2024 Q1	$8.89K	Buy	111 +2	+2%	+$153	﹤0.01%	170
2023 Q4	$8.27K	Hold	109	–	–	﹤0.01%	152
2023 Q3	$7.52K	Sell	109 -1	-0.9%	-$72	﹤0.01%	143
2023 Q2	$8.04K	Hold	110	–	–	﹤0.01%	147
2023 Q1	$7.88K	Buy	+110	New	+$7.72K	0.01%	169

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ruedi Wealth Management's ESGD Position: Q2 2025 in Review

Ruedi Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2025, closing a stake of 475 shares — an estimated $38.8K sold.

Ruedi Wealth Management first reported a position in ESGD in Q1 2023 and held it in 9 quarters. The position peaked at $38.8K in Q1 2025. 641 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

Ruedi Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 475 iShares ESG Aware MSCI EAFE ETF shares in Q2 2025, an estimated $38.8K.
Ruedi Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2023 and held it in 9 quarters.
Ruedi Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $38.8K in Q1 2025.
641 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.