Gould Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Gould Asset Management’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.13M	Buy	32,774 +996	+3%	+$98.5K	0.54%	25
2025 Q4	$3.02M	Sell	31,778 -1,080	-3%	-$102K	0.54%	25
2025 Q3	$3.06M	Buy	32,858 +1,188	+4%	+$107K	0.57%	24
2025 Q2	$2.83M	Sell	31,670 -147	-0.5%	-$12.5K	0.55%	24
2025 Q1	$2.6M	Sell	31,817 -65	-0.2%	-$5.25K	0.54%	26
2024 Q4	$2.43M	Buy	31,882 +390	+1%	+$31K	0.51%	29
2024 Q3	$2.65M	Buy	31,492 +310	+1%	+$25.1K	0.57%	26
2024 Q2	$2.46M	Buy	31,182 +825	+3%	+$65.5K	0.57%	26
2024 Q1	$2.43M	Buy	30,357 +715	+2%	+$54.8K	0.59%	25
2023 Q4	$2.24M	Buy	29,642 +582	+2%	+$41.2K	0.58%	27
2023 Q3	$2.01M	Buy	29,060 +1,110	+4%	+$79.9K	0.57%	26
2023 Q2	$2.04M	Buy	27,950 +2,243	+9%	+$164K	0.57%	26
2023 Q1	$1.85M	Sell	25,707 -590	-2%	-$41.4K	0.53%	26
2022 Q4	$1.73M	Buy	26,297 +4,742	+22%	+$298K	0.52%	30
2022 Q3	$1.21M	Buy	21,555 +3,580	+20%	+$224K	0.41%	30
2022 Q2	$1.13M	Sell	17,975 -690	-4%	-$47.1K	0.36%	31
2022 Q1	$1.38M	Sell	18,665 -2,075	-10%	-$156K	0.39%	28
2021 Q4	$1.65M	Buy	20,740 +2,970	+17%	+$236K	0.46%	27
2021 Q3	$1.39M	Buy	17,770 +655	+4%	+$52.6K	0.43%	29
2021 Q2	$1.35M	Sell	17,115 -570	-3%	-$45.4K	0.38%	34
2021 Q1	$1.34M	Buy	17,685 +145	+0.8%	+$10.9K	0.41%	36
2020 Q4	$1.28M	Buy	17,540 +3,140	+22%	+$214K	0.39%	36
2020 Q3	$914K	Buy	14,400 +2,950	+26%	+$188K	0.31%	43
2020 Q2	$694K	Sell	11,450 -365	-3%	-$21K	0.24%	51
2020 Q1	$628K	Sell	11,815 -2,440	-17%	-$154K	0.24%	46
2019 Q4	$980K	Buy	14,255 +835	+6%	+$55.6K	0.33%	44
2019 Q3	$860K	Buy	13,420 +2,275	+20%	+$144K	0.3%	46
2019 Q2	$717K	Buy	11,145 +930	+9%	+$59.4K	0.26%	51
2019 Q1	$645K	Buy	10,215 +1,430	+16%	+$87.8K	0.24%	56
2018 Q4	$504K	Sell	8,785 -8,370	-49%	-$509K	0.21%	60
2018 Q3	$1.14M	Buy	17,155 +4,570	+36%	+$300K	0.45%	35
2018 Q2	$820K	Buy	12,585 +2,285	+22%	+$155K	0.35%	44
2018 Q1	$693K	Sell	10,300 -1,110	-10%	-$76.3K	0.3%	52
2017 Q4	$774K	Buy	11,410 +5,280	+86%	+$355K	0.34%	49
2017 Q3	$406K	Buy	6,130 +775	+14%	+$50K	0.18%	76
2017 Q2	$335K	Buy	+5,355	New	+$334K	0.16%	80

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Gould Asset Management's ESGD Position: Q1 2026 in Review

Gould Asset Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.1% in Q1 2026, buying an estimated $98.5K and bringing the position to 32,774 shares worth $3.13M. The position accounts for 0.54% of the portfolio, ranked #25.

Gould Asset Management first reported a position in ESGD in Q2 2017 and has held it in 36 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Gould Asset Management held 32,774 shares of iShares ESG Aware MSCI EAFE ETF worth $3.13M as of Q1 2026.
Gould Asset Management bought 996 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $98.5K.
iShares ESG Aware MSCI EAFE ETF made up 0.54% of Gould Asset Management's portfolio in Q1 2026, its #25 holding.
Gould Asset Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2017 and has held it in 36 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.