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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
Q2 		$9.49K Hold
58
– – ﹤0.01% 617
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Caldwell Sutter Capital's ESGU Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 58 shares worth $9.49K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Caldwell Sutter Capital first reported a position in ESGU in Q1 2024 and has held it in 10 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Caldwell Sutter Capital held 58 shares of iShares ESG Aware MSCI USA ETF worth $9.49K as of Q2 2026.
  • Caldwell Sutter Capital left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #617 holding.
  • Caldwell Sutter Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.