RWM
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Ruedi Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Ruedi Wealth Management’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-86
Closed -$3.01K – 144
2025
Q1 		$3.01K Sell
86
-12
-12% -$418 ﹤0.01% 247
2024
Q4 		$3.28K Buy
98
+21
+27% +$741 ﹤0.01% 241
2024
Q3 		$2.79K Buy
77
+1
+1% +$34 ﹤0.01% 255
2024
Q2 		$2.54K Buy
76
+4
+6% +$132 ﹤0.01% 307
2024
Q1 		$2.33K Buy
72
+4
+6% +$126 ﹤0.01% 226
2023
Q4 		$2.18K Buy
68
+1
+1% +$31 ﹤0.01% 208
2023
Q3 		$2.03K Buy
67
+1
+2% +$32 ﹤0.01% 182
2023
Q2 		$2.08K Buy
66
+3
+5% +$94 ﹤0.01% 188
2023
Q1 		$2K Buy
+63
New +$2K ﹤0.01% 223

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