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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ruedi Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2025, closing a stake of 123 shares — an estimated $15K sold.

Ruedi Wealth Management first reported a position in ESGU in Q1 2023 and held it in 9 quarters. The position peaked at $84.7K in Q1 2023. 774 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

Ruedi Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 123 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $15K.
Ruedi Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and held it in 9 quarters.
Ruedi Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $84.7K in Q1 2023.
774 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

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