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 Q2	$55.3K	Buy	989 +85	+9%	+$4.42K	0.02%	389
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Caldwell Sutter Capital increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 9.4% in Q2 2026, buying an estimated $4.42K and bringing the position to 989 shares worth $55.3K. The position accounts for 0.02% of the portfolio, ranked #389.

Caldwell Sutter Capital first reported a position in ESML in Q4 2023 and has held it in 11 quarters since. 477 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Caldwell Sutter Capital held 989 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $55.3K as of Q2 2026.
Caldwell Sutter Capital bought 85 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $4.42K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of Caldwell Sutter Capital's portfolio in Q2 2026, its #389 holding.
Caldwell Sutter Capital first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
477 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

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