Ruedi Wealth Management’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-588
| Closed | -$99.8K | – | 145 |
|
|
2025
Q1 | $99.8K | Hold |
588
| – | – | 0.03% | 68 |
|
|
2024
Q4 | $98.8K | Hold |
588
| – | – | 0.03% | 67 |
|
|
2024
Q3 | $101K | Hold |
588
| – | – | 0.03% | 67 |
|
|
2024
Q2 | $96.7K | Hold |
588
| – | – | 0.04% | 66 |
|
|
2024
Q1 | $95.8K | Hold |
588
| – | – | 0.04% | 64 |
|
|
2023
Q4 | $87.9K | Hold |
588
| – | – | 0.04% | 62 |
|
|
2023
Q3 | $79.3K | Hold |
588
| – | – | 0.05% | 62 |
|
|
2023
Q2 | $82.4K | Sell |
588
-7
| -1% | -$981 | 0.05% | 58 |
|
|
2023
Q1 | $78.6K | Hold |
595
| – | – | 0.05% | 63 |
|
|
2022
Q4 | $72.2K | Buy |
+595
| New | +$72.2K | 0.05% | 61 |
|