Caldwell Sutter Capital’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Caldwell Sutter Capital’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
2026 Q1	$8.2K	Hold	58	–	–	﹤0.01%	583
2025 Q4	$8.64K	Hold	58	–	–	﹤0.01%	566
2025 Q3	$8.45K	Hold	58	–	–	﹤0.01%	578
2025 Q2	$7.85K	Hold	58	–	–	﹤0.01%	568
2025 Q1	$7.07K	Hold	58	–	–	﹤0.01%	584
2024 Q4	$7.47K	Hold	58	–	–	﹤0.01%	586
2024 Q3	$7.32K	Hold	58	–	–	﹤0.01%	595
2024 Q2	$6.92K	Hold	58	–	–	﹤0.01%	597
2024 Q1	$6.67K	Buy	+58	New	+$6.36K	﹤0.01%	591

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Caldwell Sutter Capital's ESGU Position: Q1 2026 in Review

Caldwell Sutter Capital held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 58 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Caldwell Sutter Capital first reported a position in ESGU in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.64K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Caldwell Sutter Capital held 58 shares of iShares ESG Aware MSCI USA ETF worth $8.2K as of Q1 2026.
Caldwell Sutter Capital left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q1 2026, its #583 holding.
Caldwell Sutter Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 9 quarters since.
Caldwell Sutter Capital's iShares ESG Aware MSCI USA ETF position peaked at $8.64K in Q4 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.