Ruedi Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-86
| Closed | -$3.01K | – | 144 |
|
|
2025
Q1 | $3.01K | Sell |
86
-12
| -12% | -$420 | ﹤0.01% | 247 |
|
|
2024
Q4 | $3.28K | Buy |
98
+21
| +27% | +$703 | ﹤0.01% | 241 |
|
|
2024
Q3 | $2.79K | Buy |
77
+1
| +1% | +$36 | ﹤0.01% | 255 |
|
|
2024
Q2 | $2.55K | Buy |
76
+4
| +6% | +$134 | ﹤0.01% | 307 |
|
|
2024
Q1 | $2.33K | Buy |
72
+4
| +6% | +$130 | ﹤0.01% | 226 |
|
|
2023
Q4 | $2.18K | Buy |
68
+1
| +1% | +$32 | ﹤0.01% | 208 |
|
|
2023
Q3 | $2.03K | Buy |
67
+1
| +2% | +$30 | ﹤0.01% | 182 |
|
|
2023
Q2 | $2.08K | Buy |
66
+3
| +5% | +$95 | ﹤0.01% | 188 |
|
|
2023
Q1 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 223 |
|