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Gould Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Gould Asset Management’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.46M Sell
10,341
-115
-1% -$17K 0.25% 52
2025
Q4 		$1.56M Sell
10,456
-850
-8% -$126K 0.28% 47
2025
Q3 		$1.65M Sell
11,306
-94
-0.8% -$13.2K 0.31% 45
2025
Q2 		$1.54M Sell
11,400
-472
-4% -$58.9K 0.3% 44
2025
Q1 		$1.45M Sell
11,872
-272
-2% -$35K 0.3% 43
2024
Q4 		$1.56M Sell
12,144
-1,302
-10% -$169K 0.33% 42
2024
Q3 		$1.7M Sell
13,446
-1,340
-9% -$163K 0.36% 37
2024
Q2 		$1.76M Sell
14,786
-560
-4% -$64.3K 0.41% 36
2024
Q1 		$1.76M Sell
15,346
-590
-4% -$64.6K 0.43% 34
2023
Q4 		$1.67M Buy
15,936
+240
+2% +$23.5K 0.43% 32
2023
Q3 		$1.47M Sell
15,696
-240
-2% -$23.5K 0.42% 31
2023
Q2 		$1.55M Sell
15,936
-662
-4% -$61.1K 0.43% 30
2023
Q1 		$1.5M Buy
16,598
+449
+3% +$39.7K 0.43% 30
2022
Q4 		$1.37M Buy
16,149
+1,827
+13% +$156K 0.41% 34
2022
Q3 		$1.14M Buy
14,322
+2,717
+23% +$241K 0.39% 31
2022
Q2 		$974K Sell
11,605
-1,315
-10% -$120K 0.31% 36
2022
Q1 		$1.31M Sell
12,920
-2,015
-13% -$202K 0.38% 29
2021
Q4 		$1.61M Buy
14,935
+261
+2% +$27.4K 0.45% 28
2021
Q3 		$1.45M Buy
14,674
+305
+2% +$30.9K 0.45% 28
2021
Q2 		$1.42M Buy
14,369
+265
+2% +$25.3K 0.4% 33
2021
Q1 		$1.28M Buy
14,104
+1,644
+13% +$146K 0.39% 37
2020
Q4 		$1.07M Buy
12,460
+1,225
+11% +$99.5K 0.33% 41
2020
Q3 		$856K Buy
11,235
+2,275
+25% +$171K 0.29% 46
2020
Q2 		$627K Buy
8,960
+1,040
+13% +$68.5K 0.22% 53
2020
Q1 		$455K Sell
7,920
-1,620
-17% -$110K 0.17% 61
2019
Q4 		$680K Buy
9,540
+1,900
+25% +$129K 0.23% 58
2019
Q3 		$499K Buy
7,640
+1,045
+16% +$68K 0.18% 67
2019
Q2 		$426K Sell
6,595
-90
-1% -$5.71K 0.15% 75
2019
Q1 		$415K Buy
6,685
+965
+17% +$57.6K 0.16% 77
2018
Q4 		$314K Buy
+5,720
New +$338K 0.13% 86

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Gould Asset Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.1% in Q1 2026, selling an estimated $17K and leaving 10,341 shares worth $1.46M. The position accounts for 0.25% of the portfolio, ranked #52.

Gould Asset Management first reported a position in ESGU in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.76M in Q2 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Gould Asset Management held 10,341 shares of iShares ESG Aware MSCI USA ETF worth $1.46M as of Q1 2026.
  • Gould Asset Management sold 115 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $17K.
  • iShares ESG Aware MSCI USA ETF made up 0.25% of Gould Asset Management's portfolio in Q1 2026, its #52 holding.
  • Gould Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2018 and has held it in 30 quarters since.
  • Gould Asset Management's iShares ESG Aware MSCI USA ETF position peaked at $1.76M in Q2 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

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