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

Gould Capital’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	$180K	Buy	1,887 +30	+2%	+$2.97K	0.11%	50
2025 Q4	$177K	Buy	1,857 +100	+6%	+$9.43K	0.11%	52
2025 Q3	$163K	Hold	1,757	–	–	0.1%	54
2025 Q2	$157K	Hold	1,757	–	–	0.1%	54
2025 Q1	$144K	Buy	1,757 +143	+9%	+$11.5K	0.1%	52
2024 Q4	$123K	Hold	1,614	–	–	0.09%	58
2024 Q3	$136K	Hold	1,614	–	–	0.09%	59
2024 Q2	$127K	Buy	1,614 +41	+3%	+$3.26K	0.09%	57
2024 Q1	$126K	Buy	1,573 +318	+25%	+$24.4K	0.09%	55
2023 Q4	$94.8K	Buy	1,255 +36	+3%	+$2.55K	0.07%	65
2023 Q3	$83K	Hold	1,219	–	–	0.07%	61
2023 Q2	$88.9K	Hold	1,219	–	–	0.07%	62
2023 Q1	$87.6K	Buy	1,219 +22	+2%	+$1.54K	0.07%	63
2022 Q4	$78.7K	Buy	1,197 +52	+5%	+$3.27K	0.06%	65
2022 Q3	$64K	Hold	1,145	–	–	0.06%	65
2022 Q2	$72K	Buy	1,145 +78	+7%	+$5.32K	0.06%	67
2022 Q1	$79K	Buy	1,067 +45	+4%	+$3.39K	0.06%	66
2021 Q4	$81K	Buy	+1,022	New	+$81.4K	0.06%	69

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 Capital's ESGD Position: Q1 2026 in Review

Gould Capital increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.6% in Q1 2026, buying an estimated $2.97K and bringing the position to 1,887 shares worth $180K. The position accounts for 0.11% of the portfolio, ranked #50.

Gould Capital first reported a position in ESGD in Q4 2021 and has held it in 18 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Gould Capital held 1,887 shares of iShares ESG Aware MSCI EAFE ETF worth $180K as of Q1 2026.
Gould Capital bought 30 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $2.97K.
iShares ESG Aware MSCI EAFE ETF made up 0.11% of Gould Capital's portfolio in Q1 2026, its #50 holding.
Gould Capital first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Gould Capital's 13F filing for Q1 2026, filed 18 May 2026.