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
2025 Q3	$8.45K	Hold
2025 Q2	$7.85K	Hold
2025 Q1	$7.07K	Hold
2024 Q4	$7.47K	Hold
2024 Q3	$7.32K	Hold
2024 Q2	$6.92K	Hold
2024 Q1	$6.67K	Buy