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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gould Capital's ESGE Position: Q2 2026 in Review

Gould Capital held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 1,797 shares worth $98.3K. The position accounts for 0.05% of the portfolio, ranked #72.

Gould Capital first reported a position in ESGE in Q4 2021 and has held it in 19 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Gould Capital held 1,797 shares of iShares ESG Aware MSCI EM ETF worth $98.3K as of Q2 2026.
Gould Capital left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EM ETF made up 0.05% of Gould Capital's portfolio in Q2 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 19 quarters since.
636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Gould Capital's 13F filing for Q2 2026, filed 7 Aug 2026.