Ruedi Wealth Management’s Northern Trust STOXX Global ESG Select ETF ESGG Stock Holding History

Ruedi Wealth Management’s Portfolio ESGG Stock Details ESGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$952	0.05%	58
2023 Q1	$78.6K	Hold	595	–	–	0.05%	63
2022 Q4	$72.2K	Buy	+595	New	+$71.2K	0.05%	61

Other funds holding ESGG

SWM

SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Ruedi Wealth Management sold out of Northern Trust STOXX Global ESG Select ETF (ESGG) in Q2 2025, closing a stake of 588 shares — an estimated $99.8K sold.

Ruedi Wealth Management first reported a position in ESGG in Q4 2022 and held it in 10 quarters. The position peaked at $101K in Q3 2024. 37 funds tracked by Wall St. Rank hold ESGG as of Q2 2025.

Ruedi Wealth Management reported no remaining Northern Trust STOXX Global ESG Select ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 588 Northern Trust STOXX Global ESG Select ETF shares in Q2 2025, an estimated $99.8K.
Ruedi Wealth Management first reported a position in Northern Trust STOXX Global ESG Select ETF in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's Northern Trust STOXX Global ESG Select ETF position peaked at $101K in Q3 2024.
37 funds tracked by Wall St. Rank held Northern Trust STOXX Global ESG Select ETF as of Q2 2025.

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