Ruedi Wealth Management’s FlexShares STOXX Global ESG Select Index Fund 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 $360M AUM 14.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 FlexShares STOXX Global ESG Select Index Fund (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 FlexShares STOXX Global ESG Select Index Fund position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 588 FlexShares STOXX Global ESG Select Index Fund shares in Q2 2025, an estimated $99.8K.
Ruedi Wealth Management first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's FlexShares STOXX Global ESG Select Index Fund position peaked at $101K in Q3 2024.
37 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q2 2025.

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