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Ruedi Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Ruedi Wealth Management’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-123
Closed -$15K – 146
2025
Q1 		$15K Buy
123
+5
+4% +$644 ﹤0.01% 141
2024
Q4 		$15.2K Buy
118
+22
+23% +$2.85K ﹤0.01% 141
2024
Q3 		$12.1K Hold
96
– – ﹤0.01% 157
2024
Q2 		$11.5K Buy
96
+17
+22% +$1.95K ﹤0.01% 173
2024
Q1 		$9.05K Sell
79
-10
-11% -$1.1K ﹤0.01% 169
2023
Q4 		$9.34K Hold
89
– – ﹤0.01% 145
2023
Q3 		$8.38K Hold
89
– – ﹤0.01% 138
2023
Q2 		$8.72K Sell
89
-847
-90% -$78.2K 0.01% 144
2023
Q1 		$84.7K Buy
+936
New +$82.8K 0.05% 62

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return