Ruedi Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-123
| Closed | -$15K | – | 146 |
|
|
2025
Q1 | $15K | Buy |
123
+5
| +4% | +$611 | ﹤0.01% | 141 |
|
|
2024
Q4 | $15.2K | Buy |
118
+22
| +23% | +$2.83K | ﹤0.01% | 141 |
|
|
2024
Q3 | $12.1K | Hold |
96
| – | – | ﹤0.01% | 157 |
|
|
2024
Q2 | $11.5K | Buy |
96
+17
| +22% | +$2.03K | ﹤0.01% | 173 |
|
|
2024
Q1 | $9.05K | Sell |
79
-10
| -11% | -$1.15K | ﹤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% | -$83K | 0.01% | 144 |
|
|
2023
Q1 | $84.7K | Buy |
+936
| New | +$84.7K | 0.05% | 62 |
|