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
2025 Q3	$40.8K	Hold
2025 Q2	$37.4K	Hold
2025 Q1	$34.7K	Sell
2024 Q4	$42.4K	Hold
2024 Q3	$42.2K	Hold
2024 Q2	$38.8K	Buy
2024 Q1	$29K	Buy
2023 Q4	$10.9K	Buy