Gould Asset Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $955K | Sell |
20,999
-85
| -0.4% | -$4.02K | 0.17% | 73 |
|
|
2025
Q4 | $931K | Sell |
21,084
-1,155
| -5% | -$50.9K | 0.17% | 71 |
|
|
2025
Q3 | $966K | Sell |
22,239
-50
| -0.2% | -$2.04K | 0.18% | 69 |
|
|
2025
Q2 | $873K | Buy |
22,289
+210
| +1% | +$7.6K | 0.17% | 71 |
|
|
2025
Q1 | $772K | Sell |
22,079
-597
| -3% | -$20.8K | 0.16% | 76 |
|
|
2024
Q4 | $757K | Sell |
22,676
-350
| -2% | -$12.3K | 0.16% | 77 |
|
|
2024
Q3 | $838K | Sell |
23,026
-490
| -2% | -$16.7K | 0.18% | 68 |
|
|
2024
Q2 | $788K | Sell |
23,516
-1,595
| -6% | -$52.5K | 0.18% | 70 |
|
|
2024
Q1 | $809K | Sell |
25,111
-520
| -2% | -$16.4K | 0.2% | 64 |
|
|
2023
Q4 | $822K | Buy |
25,631
+897
| +4% | +$27.7K | 0.21% | 53 |
|
|
2023
Q3 | $749K | Buy |
24,734
+926
| +4% | +$29.3K | 0.21% | 51 |
|
|
2023
Q2 | $753K | Buy |
23,808
+2,273
| +11% | +$71.3K | 0.21% | 56 |
|
|
2023
Q1 | $678K | Sell |
21,535
-485
| -2% | -$15.4K | 0.19% | 57 |
|
|
2022
Q4 | $662K | Buy |
22,020
+5,145
| +30% | +$151K | 0.2% | 60 |
|
|
2022
Q3 | $467K | Buy |
16,875
+2,245
| +15% | +$70K | 0.16% | 68 |
|
|
2022
Q2 | $473K | Sell |
14,630
-435
| -3% | -$14.8K | 0.15% | 75 |
|
|
2022
Q1 | $553K | Sell |
15,065
-1,535
| -9% | -$58.9K | 0.16% | 65 |
|
|
2021
Q4 | $660K | Buy |
16,600
+2,845
| +21% | +$117K | 0.19% | 60 |
|
|
2021
Q3 | $570K | Buy |
13,755
+1,085
| +9% | +$46.4K | 0.18% | 61 |
|
|
2021
Q2 | $572K | Buy |
12,670
+80
| +0.6% | +$3.54K | 0.16% | 69 |
|
|
2021
Q1 | $545K | Buy |
12,590
+290
| +2% | +$12.9K | 0.17% | 71 |
|
|
2020
Q4 | $516K | Buy |
12,300
+2,330
| +23% | +$90.8K | 0.16% | 72 |
|
|
2020
Q3 | $355K | Buy |
9,970
+1,865
| +23% | +$66.1K | 0.12% | 84 |
|
|
2020
Q2 | $260K | Sell |
8,105
-155
| -2% | -$4.66K | 0.09% | 102 |
|
|
2020
Q1 | $226K | Sell |
8,260
-2,515
| -23% | -$83K | 0.09% | 101 |
|
|
2019
Q4 | $387K | Buy |
10,775
+1,980
| +23% | +$67.9K | 0.13% | 91 |
|
|
2019
Q3 | $286K | Buy |
8,795
+2,680
| +44% | +$88.1K | 0.1% | 108 |
|
|
2019
Q2 | $208K | Buy |
+6,115
| New | +$206K | 0.08% | 135 |
|
|
2018
Q4 | – | Sell |
-9,785
| Closed | -$326K | – | 135 |
|
|
2018
Q3 | $326K | Buy |
9,785
+2,630
| +37% | +$88.5K | 0.13% | 98 |
|
|
2018
Q2 | $241K | Buy |
7,155
+1,155
| +19% | +$41.7K | 0.1% | 110 |
|
|
2018
Q1 | $227K | Sell |
6,000
-2,440
| -29% | -$94.1K | 0.1% | 125 |
|
|
2017
Q4 | $312K | Buy |
+8,440
| New | +$304K | 0.14% | 90 |
|
Other funds holding ESGE
WL
TWIM
Gould Asset Management's ESGE Position: Q1 2026 in Review
Gould Asset Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.4% in Q1 2026, selling an estimated $4.02K and leaving 20,999 shares worth $955K. The position accounts for 0.17% of the portfolio, ranked #73.
Gould Asset Management first reported a position in ESGE in Q4 2017 and has held it in 32 quarters since. The position peaked at $966K in Q3 2025. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.
- Gould Asset Management held 20,999 shares of iShares ESG Aware MSCI EM ETF worth $955K as of Q1 2026.
- Gould Asset Management sold 85 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $4.02K.
- iShares ESG Aware MSCI EM ETF made up 0.17% of Gould Asset Management's portfolio in Q1 2026, its #73 holding.
- Gould Asset Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2017 and has held it in 32 quarters since.
- Gould Asset Management's iShares ESG Aware MSCI EM ETF position peaked at $966K in Q3 2025.
- 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.
Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.