RWM
Ruedi Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-475
| Closed | -$38.8K | – | 143 |
|
|
2025
Q1 | $38.8K | Sell |
475
-5
| -1% | -$409 | 0.01% | 98 |
|
|
2024
Q4 | $36.5K | Buy |
480
+25
| +5% | +$1.9K | 0.01% | 97 |
|
|
2024
Q3 | $38.3K | Hold |
455
| – | – | 0.01% | 99 |
|
|
2024
Q2 | $35.8K | Buy |
455
+344
| +310% | +$27.1K | 0.01% | 100 |
|
|
2024
Q1 | $8.9K | Buy |
111
+2
| +2% | +$160 | ﹤0.01% | 170 |
|
|
2023
Q4 | $8.27K | Hold |
109
| – | – | ﹤0.01% | 152 |
|
|
2023
Q3 | $7.52K | Sell |
109
-1
| -0.9% | -$69 | ﹤0.01% | 143 |
|
|
2023
Q2 | $8.05K | Hold |
110
| – | – | ﹤0.01% | 147 |
|
|
2023
Q1 | $7.88K | Buy |
+110
| New | +$7.88K | 0.01% | 169 |
|