Caldwell Sutter Capital’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Caldwell Sutter Capital’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
2026 Q1	$42.5K	Hold	904	–	–	0.02%	397
2025 Q4	$41.6K	Hold	904	–	–	0.02%	391
2025 Q3	$40.8K	Hold	904	–	–	0.02%	390
2025 Q2	$37.4K	Hold	904	–	–	0.02%	392
2025 Q1	$34.7K	Sell	904 -104	-10%	-$4.32K	0.02%	400
2024 Q4	$42.4K	Hold	1,008	–	–	0.02%	381
2024 Q3	$42.2K	Hold	1,008	–	–	0.02%	389
2024 Q2	$38.8K	Buy	1,008 +288	+40%	+$11.1K	0.02%	390
2024 Q1	$29K	Buy	720 +432	+150%	+$16.4K	0.01%	421
2023 Q4	$10.9K	Buy	+288	New	+$9.83K	0.01%	533

Other funds holding ESML

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 New York $761B AUM 31.28% 1-Year Est. Return

TIAA Wealth Investment Management New York $13.1B AUM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return