RWM
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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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return