GC
ESGE icon

Gould Capital’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Gould Capital’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$81.7K Sell
1,797
-167
-9% -$7.9K 0.05% 68
2025
Q4 		$86.8K Hold
1,964
– – 0.05% 67
2025
Q3 		$85.3K Hold
1,964
– – 0.05% 68
2025
Q2 		$76.9K Hold
1,964
– – 0.05% 68
2025
Q1 		$68.6K Buy
1,964
+98
+5% +$3.41K 0.05% 71
2024
Q4 		$62.3K Hold
1,866
– – 0.04% 76
2024
Q3 		$67.9K Hold
1,866
– – 0.04% 73
2024
Q2 		$62.6K Buy
1,866
+48
+3% +$1.58K 0.04% 76
2024
Q1 		$58.6K Buy
1,818
+378
+26% +$11.9K 0.04% 79
2023
Q4 		$46.2K Buy
1,440
+112
+8% +$3.46K 0.03% 90
2023
Q3 		$40K Hold
1,328
– – 0.03% 85
2023
Q2 		$42K Hold
1,328
– – 0.03% 87
2023
Q1 		$41.8K Buy
1,328
+122
+10% +$3.87K 0.03% 85
2022
Q4 		$36.3K Buy
1,206
+92
+8% +$2.7K 0.03% 90
2022
Q3 		$31K Hold
1,114
– – 0.03% 89
2022
Q2 		$36K Buy
1,114
+68
+7% +$2.31K 0.03% 89
2022
Q1 		$38K Buy
1,046
+120
+13% +$4.61K 0.03% 90
2021
Q4 		$37K Buy
+926
New +$38.2K 0.03% 98

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Gould Capital's ESGE Position: Q1 2026 in Review

Gould Capital reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 8.5% in Q1 2026, selling an estimated $7.9K and leaving 1,797 shares worth $81.7K. The position accounts for 0.05% of the portfolio, ranked #68.

Gould Capital first reported a position in ESGE in Q4 2021 and has held it in 18 quarters since. The position peaked at $86.8K in Q4 2025. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Gould Capital held 1,797 shares of iShares ESG Aware MSCI EM ETF worth $81.7K as of Q1 2026.
  • Gould Capital sold 167 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $7.9K.
  • iShares ESG Aware MSCI EM ETF made up 0.05% of Gould Capital's portfolio in Q1 2026, its #68 holding.
  • Gould Capital first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 18 quarters since.
  • Gould Capital's iShares ESG Aware MSCI EM ETF position peaked at $86.8K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

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