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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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	+$6.67K	﹤0.01%	591