Caldwell Sutter Capital’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.4K | Hold |
904
| – | – | 0.02% | 392 |
|
|
2025
Q1 | $34.7K | Sell |
904
-104
| -10% | -$4K | 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% | +$17.4K | 0.01% | 421 |
|
|
2023
Q4 | $10.9K | Buy |
+288
| New | +$10.9K | 0.01% | 533 |
|