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 Q3	$101K	Buy	1,874 +77	+4%	+$4.1K	0.06%	72
2026 Q2	$98.3K	Hold	1,797	–	–	0.05%	72
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.55B AUM 11.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Gould Capital's ESGE Position: Q3 2026 in Review

Gould Capital increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.3% in Q3 2026, buying an estimated $4.1K and bringing the position to 1,874 shares worth $101K. The position accounts for 0.06% of the portfolio, ranked #72.

Gould Capital first reported a position in ESGE in Q4 2021 and has held it in 20 quarters since. 582 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

Gould Capital held 1,874 shares of iShares ESG Aware MSCI EM ETF worth $101K as of Q3 2026.
Gould Capital bought 77 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $4.1K.
iShares ESG Aware MSCI EM ETF made up 0.06% of Gould Capital's portfolio in Q3 2026, its #72 holding.
Gould Capital first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 20 quarters since.
582 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Gould Capital's 13F filing for Q3 2026, filed 13 Nov 2026.