Ruedi Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Ruedi Wealth Management’s Portfolio ESML Stock Details ESML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-34	Closed	-$1.3K	–	147
2025 Q1	$1.3K	Buy	34 +1	+3%	+$42	﹤0.01%	281
2024 Q4	$1.37K	Buy	33 +6	+22%	+$259	﹤0.01%	280
2024 Q3	$1.14K	Hold	27	–	–	﹤0.01%	297
2024 Q2	$1.05K	Buy	27 +7	+35%	+$270	﹤0.01%	367
2024 Q1	$818	Buy	20 +11	+122%	+$418	﹤0.01%	243
2023 Q4	$357	Hold	9	–	–	﹤0.01%	236
2023 Q3	$316	Sell	9 -11	-55%	-$392	﹤0.01%	213
2023 Q2	$697	Hold	20	–	–	﹤0.01%	211
2023 Q1	$667	Buy	+20	New	+$698	﹤0.01%	240

Other funds holding ESML

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Ruedi Wealth Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2025, closing a stake of 34 shares — an estimated $1.3K sold.

Ruedi Wealth Management first reported a position in ESML in Q1 2023 and held it in 9 quarters. The position peaked at $1.37K in Q4 2024. 391 funds tracked by Wall St. Rank hold ESML as of Q2 2025.

Ruedi Wealth Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 34 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2025, an estimated $1.3K.
Ruedi Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2023 and held it in 9 quarters.
Ruedi Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.37K in Q4 2024.
391 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2025.

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