Caldwell Sutter Capital’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Caldwell Sutter Capital’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.79K	Hold
2025 Q1	$2.53K	Hold
2024 Q4	$2.67K	Hold
2024 Q3	$2.65K	Hold
2024 Q2	$2.47K	Hold
2024 Q1	$2.4K	Hold
2023 Q4	$2.21K	Hold
2023 Q3	$1.98K	Hold
2023 Q2	$2.06K	Buy