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

Other funds holding ESGE

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Ruedi Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2025, closing a stake of 86 shares — an estimated $3.01K sold.

Ruedi Wealth Management first reported a position in ESGE in Q1 2023 and held it in 9 quarters. The position peaked at $3.28K in Q4 2024. 534 funds tracked by Wall St. Rank hold ESGE as of Q2 2025.

Ruedi Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 86 iShares ESG Aware MSCI EM ETF shares in Q2 2025, an estimated $3.01K.
Ruedi Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2023 and held it in 9 quarters.
Ruedi Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $3.28K in Q4 2024.
534 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2025.

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