RWM
Ruedi Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-34
| Closed | -$1.3K | – | 147 |
|
|
2025
Q1 | $1.3K | Buy |
34
+1
| +3% | +$38 | ﹤0.01% | 281 |
|
|
2024
Q4 | $1.37K | Buy |
33
+6
| +22% | +$249 | ﹤0.01% | 280 |
|
|
2024
Q3 | $1.14K | Hold |
27
| – | – | ﹤0.01% | 297 |
|
|
2024
Q2 | $1.05K | Buy |
27
+7
| +35% | +$273 | ﹤0.01% | 367 |
|
|
2024
Q1 | $818 | Buy |
20
+11
| +122% | +$450 | ﹤0.01% | 243 |
|
|
2023
Q4 | $357 | Hold |
9
| – | – | ﹤0.01% | 236 |
|
|
2023
Q3 | $316 | Sell |
9
-11
| -55% | -$386 | ﹤0.01% | 213 |
|
|
2023
Q2 | $697 | Hold |
20
| – | – | ﹤0.01% | 211 |
|
|
2023
Q1 | $667 | Buy |
+20
| New | +$667 | ﹤0.01% | 240 |
|