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iShares ESG Aware MSCI EAFE ETF (ESGD) Institutional Ownership

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(As of 05/13/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Number of
Institutional Buyers
(last 12 months)
358
Total
Institutional Inflows
(last 12 months)
$1.85B
Number of
Institutional Sellers
(last 12 months)
239
Total
Institutional Outflows
(last 12 months)
$443.36M
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ESGD Institutional Buying and Selling by Quarter

iShares ESG Aware MSCI EAFE ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024 Pitcairn Co.46,952$3.75M0.2%+2.1%0.046%
5/14/2024 Lake Street Advisors Group LLC247,489$19.78M0.9%-7.4%0.242%
5/13/2024 Balanced Rock Investment Advisors LLC50,064$4.00M3.4%-8.5%0.049%
5/11/2024 Covestor Ltd1,684$135K0.1%-8.0%0.002%
5/11/2024 Catalytic Wealth RIA LLC34,104$2.73M0.5%N/A0.033%
5/10/2024 TIAA Trust National Association5,008,504$400.23M1.2%+0.8%4.901%
5/10/2024 First Foundation Advisors5,987$478K0.0%-12.0%0.006%
5/10/2024 Bright Financial Advisors Inc.2,709$211K0.2%N/A0.003%
5/10/2024 1ST Source Bank9,776$781K0.0%+2.5%0.010%
5/9/2024 Dorsey & Whitney Trust CO LLC26,202$2.09M0.1%+24.8%0.026%
5/9/2024 Orion Portfolio Solutions LLC11,829$945K0.0%+1.7%0.012%
5/9/2024 Blair William & Co. IL215,099$17.19M0.1%-10.9%0.210%
5/9/2024 Kingsview Wealth Management LLC2,560$205K0.0%N/A0.003%
5/9/2024 SageView Advisory Group LLC5,949$475K0.0%-91.8%0.006%
5/9/2024 Portland Global Advisors LLC18,240$1.46M0.2%+2.8%0.018%
5/8/2024 Schneider Downs Wealth Management Advisors LP14,098$1.13M0.3%-2.0%0.014%
5/8/2024 Bell Investment Advisors Inc8,155$652K0.1%-2.8%0.008%
5/8/2024 Neumann Capital Management LLC26,500$2.12M0.8%+4.9%0.026%
5/8/2024 Avantax Advisory Services Inc.4,310$344K0.0%-4.8%0.004%
5/8/2024 US Bancorp DE816,058$65.21M0.1%+2.3%0.798%
5/7/2024 Sei Investments Co.480,058$38.36M0.1%-6.0%0.470%
5/7/2024 White Lighthouse Investment Management Inc.18,838$1.51M0.3%+9.0%0.018%
5/7/2024 Atomi Financial Group Inc.16,929$1.35M0.1%N/A0.017%
5/7/2024 Pecaut & CO.2,647$212K0.1%-10.9%0.003%
5/7/2024 Facet Wealth Inc.27,157$2.17M0.1%+0.9%0.027%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management317,597$25.38M0.8%+4.4%0.311%
5/7/2024 Roof Eidam Maycock Peralta LLC114,250$9.13M2.5%+0.3%0.112%
5/6/2024 Advisory Alpha LLC5,292$423K0.0%+9.8%0.005%
5/4/2024 Howland Capital Management LLC283,548$22.66M1.1%-7.4%0.277%
5/4/2024 Geneos Wealth Management Inc.423$34K0.0%-57.2%0.000%
5/4/2024 Gould Asset Management LLC CA30,357$2.43M0.6%+2.4%0.030%
5/4/2024 Paulson Wealth Management Inc.3,210$257K0.1%N/A0.003%
5/3/2024 Integris Wealth Management LLC44,011$3.52M1.0%-3.6%0.043%
5/3/2024 Rehmann Capital Advisory Group2,609$209K0.0%N/A0.003%
5/3/2024 Whittier Trust Co.13,667$1.09M0.0%-26.4%0.013%
5/2/2024 Cliftonlarsonallen Wealth Advisors LLC41,258$3.30M0.1%-7.2%0.040%
5/2/2024 Financial Counselors Inc.7,798$623K0.0%+30.3%0.008%
5/2/2024 Haverford Trust Co13,931$1.11M0.0%+4.5%0.014%
5/2/2024 Pittenger & Anderson Inc.6,626$529K0.0%+6.5%0.006%
5/2/2024 Quent Capital LLC46,237$3.70M0.4%+10.4%0.045%
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5/2/2024 Choreo LLC26,956$2.15M0.1%-1.0%0.026%
5/2/2024 Presilium Private Wealth LLC8,842$707K0.2%-3.1%0.009%
5/2/2024 REDW Wealth LLC17,551$1.40M0.4%+8.3%0.017%
5/2/2024 High Note Wealth LLC271,207$21.67M7.1%+12.7%0.265%
5/1/2024 Janney Montgomery Scott LLC5,898$471K0.0%-14.6%0.006%
5/1/2024 BNP Paribas Financial Markets906$72K0.0%+26.5%0.001%
5/1/2024 Mirae Asset Global Investments Co. Ltd.375,500$30.01M0.1%-14.3%0.367%
5/1/2024 Mission Wealth Management LP370,327$29.59M0.8%+16.1%0.362%
5/1/2024 Sequoia Financial Advisors LLC6,908$552K0.0%+6.4%0.007%
5/1/2024 Diversify Advisory Services LLC3,735$297K0.0%N/A0.004%
4/30/2024 Private Advisor Group LLC161,744$12.93M0.1%+821.7%0.158%
4/30/2024 Curtis Advisory Group LLC9,105$728K0.3%+25.0%0.009%
4/30/2024 SWS Partners2,768$221K0.1%N/A0.003%
4/30/2024Concord Wealth Partners12,493$998K0.2%-22.6%0.012%
4/30/2024 Perigon Wealth Management LLC3,236$259K0.0%-5.9%0.003%
4/30/2024 Mayflower Financial Advisors LLC17,520$1.40M0.1%+8.9%0.017%
4/29/2024Commonwealth Equity Services LLC1,094,920$87.50M0.1%-37.4%1.071%
4/29/2024 Onyx Bridge Wealth Group LLC4,753$371K0.1%-64.5%0.005%
4/29/2024 Brio Consultants LLC23,136$1.85M0.3%-0.9%0.023%
4/26/2024 JNBA Financial Advisors50,354$4.02M0.4%+11.3%0.049%
4/26/2024 Sage Advisory Services Ltd.Co.15,368$1.23M0.3%+1.3%0.015%
4/26/2024 McKinley Carter Wealth Services Inc.39,168$3.13M0.2%-3.6%0.038%
4/26/2024 Bond & Devick Financial Network Inc.101,350$8.10M4.4%-2.2%0.099%
4/26/2024 Carr Financial Group Corp15,521$1.24M0.4%-8.0%0.015%
4/26/2024 Sigma Investment Counselors Inc.10,130$809K0.0%+24.6%0.010%
4/26/2024 Pine Haven Investment Counsel Inc30,233$2.42M2.1%+2.8%0.030%
4/26/2024 Financial Insights Inc.13,581$1.09M0.3%-4.3%0.013%
4/25/2024 HTLF Bank7,255$580K0.1%+24.7%0.007%
4/25/2024 Aaron Wealth Advisors LLC7,727$617K0.1%+46.2%0.008%
4/25/2024 Long Run Wealth Advisors LLC27,880$2.23M0.6%-1.7%0.027%
4/25/2024 Cambridge Investment Research Advisors Inc.188,404$15.06M0.1%+4.2%0.184%
4/24/2024 CENTRAL TRUST Co38,387$3.07M0.1%+3.1%0.038%
4/24/2024 4Thought Financial Group Inc.860$69K0.0%+65.7%0.001%
4/24/2024 Round Rock Advisors LLC2,648$212K0.1%-12.9%0.003%
4/24/2024 Gemmer Asset Management LLC6,464$517K0.1%+2.3%0.006%
4/24/2024 Capasso Planning Partners LLC8,714$696K0.3%-20.6%0.009%
4/23/2024 Charter Oak Capital Management LLC29,816$2.38M0.3%-0.8%0.029%
4/23/2024 BSW Wealth Partners84,688$6.77M1.1%-5.2%0.083%
4/23/2024 Global Retirement Partners LLC3,200$256K0.0%+10.3%0.003%
4/23/2024 TriaGen Wealth Management LLC25,740$2.06M0.9%-5.5%0.025%
4/23/2024 United Asset Strategies Inc.4,070$325K0.0%+12.0%0.004%
4/23/2024 Fifth Third Bancorp1,948,793$155.73M0.6%-0.3%1.907%
4/23/2024 McAdam LLC3,562$285K0.0%+10.0%0.003%
4/23/2024 Leverty Financial Group LLC4,690$375K0.2%-14.2%0.005%
4/23/2024 Regatta Capital Group LLC15,477$1.24M0.3%-6.1%0.015%
4/23/2024 Raymond James Financial Services Advisors Inc.79,431$6.35M0.0%-3.2%0.078%
4/22/2024 HF Advisory Group LLC8,084$646K0.4%+16.6%0.008%
4/22/2024 Laurel Wealth Planning LLC111,030$8.87M5.9%-8.1%0.109%
4/19/2024 RTD Financial Advisors Inc.25,833$2.06M0.3%-0.7%0.025%
4/19/2024 ZRC Wealth Management LLC14,391$1.15M0.6%+29.6%0.014%
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4/19/2024 Valley National Advisers Inc.5,318$424K0.1%+5.5%0.005%
4/18/2024 SeaCrest Wealth Management LLC2,632$210K0.0%N/A0.003%
4/18/2024 Shira Ridge Wealth Management104,592$8.36M4.8%-0.2%0.102%
4/18/2024 Miracle Mile Advisors LLC16,883$1.35M0.0%-16.4%0.017%
4/18/2024 RHS Financial LLC25,904$2.07M1.2%+1.2%0.025%
4/18/2024 Omega Financial Group LLC12,439$994K0.4%+2.5%0.012%
4/17/2024 Trilogy Capital Inc.47,082$3.76M0.2%+8.5%0.046%
4/17/2024 Brooklyn FI LLC16,271$1.30M0.5%+2.2%0.016%
4/17/2024 Private Ocean LLC124,447$9.95M1.1%-8.7%0.122%
4/17/2024 Grimes & Company Inc.26,283$2.10M0.1%+14.5%0.026%
(Data available from 1/1/2016 forward)

ESGD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESGD shares?

During the previous two years, 597 institutional investors and hedge funds held shares of iShares ESG Aware MSCI EAFE ETF. The most heavily invested institutionals were Bank of America Corp DE ($778.09M), Empower Advisory Group LLC ($431.14M), JPMorgan Chase & Co. ($414.64M), Personal Capital Advisors Corp ($412.80M), TIAA Trust National Association ($400.23M), TIAA FSB ($349.41M), and Morgan Stanley ($332.49M).Learn more on ESGD's institutional investors.

Which institutional investors have been buying iShares ESG Aware MSCI EAFE ETF stock?

Of the 548 institutional investors that purchased iShares ESG Aware MSCI EAFE ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Empower Advisory Group LLC ($6.33M), TIAA Trust National Association ($5.01M), TIAA FSB ($4.60M), Summit Wealth Group LLC ($2.52M), Northern Trust Corp ($1.64M), Personal Capital Advisors Corp ($1.22M), and JPMorgan Chase & Co. ($1.13M).

How much institutional buying is happening at iShares ESG Aware MSCI EAFE ETF?

Institutional investors have bought a total of 39,148,286 shares in the last 24 months. This purchase volume represents approximately $4.40B in transactions.

Which iShares ESG Aware MSCI EAFE ETF major shareholders have been selling company stock?

Of the 367 institutional investors that sold iShares ESG Aware MSCI EAFE ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($3.50M), Fifth Third Bancorp ($2.72M), Envestnet Asset Management Inc. ($2.18M), Commonwealth Equity Services LLC ($1.11M), Northern Trust Corp ($944.68K), UBS Group AG ($743.90K), and Flow Traders U.S. LLC ($692.62K).

How much institutional selling is happening at iShares ESG Aware MSCI EAFE ETF?

Institutional investors have sold a total of 19,521,301 shares in the last 24 months. This volume of shares sold represents approximately $2.22B in transactions.


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This page (NASDAQ:ESGD) was last updated on 5/14/2024 by MarketBeat.com Staff

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