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iShares ESG Aware MSCI EAFE ETF (ESGD) Institutional Ownership

iShares ESG Aware MSCI EAFE ETF logo
$87.77 -0.67 (-0.76%)
Closing price 05/21/2025 04:00 PM Eastern
Extended Trading
$87.94 +0.17 (+0.19%)
As of 08:47 AM Eastern
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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)
394
Total
Institutional Inflows
(last 12 months)
$773.37M
Number of
Institutional Sellers
(last 12 months)
304
Total
Institutional Outflows
(last 12 months)
$415.95M
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ESGD Institutional Buying and Selling by Quarter

iShares ESG Aware MSCI EAFE ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025McAdam LLC5,593$457K0.0%+15.3%0.005%
5/21/2025Acadian Asset Management LLC16,477$1.35M0.0%+59.1%0.015%
5/20/2025 Acorns Advisers LLC1,456,662$119.00M1.1%-2.6%1.341%
5/20/2025 Focus Partners Wealth34,517$2.82M0.0%+14.9%0.032%
5/20/2025 Nepc LLC12,495$1.02M0.0%+81.7%0.012%
5/19/2025 Jane Street Group LLC519,771$42.46M0.0%-16.8%0.479%
5/19/2025 SageView Advisory Group LLC35,866$2.93M0.1%-37.0%0.033%
5/19/2025 SCS Capital Management LLC6,135$501K0.0%N/A0.006%
5/16/2025 Signature Estate & Investment Advisors LLC4,550$372K0.0%-3.1%0.004%
5/16/2025 Goldman Sachs Group Inc.1,571,253$128.36M0.0%-3.3%1.447%
5/16/2025 Jones Financial Companies Lllp123,179$9.67M0.0%-5.1%0.113%
5/16/2025 Plancorp LLC38,399$3.14M0.1%-5.9%0.035%
5/16/2025 Nepc LLC12,495$1.02M0.0%+81.7%0.012%
5/16/2025 NewEdge Advisors LLC67,133$5.48M0.0%-6.3%0.062%
5/16/2025 Integrated Wealth Concepts LLC22,506$1.84M0.0%-1.6%0.021%
5/16/2025 AlTi Global Inc.155,653$12.72M0.3%-34.0%0.143%
5/16/2025 Aprio Wealth Management LLC13,319$1.09M0.1%-1.8%0.012%
5/15/2025 Federation des caisses Desjardins du Quebec278,452$22.74M0.1%-1.8%0.256%
5/15/2025 EP Wealth Advisors LLC551,520$45.05M0.4%-0.4%0.508%
5/15/2025 Focus Partners Advisor Solutions LLC19,824$1.62M0.0%+107.5%0.018%
5/15/2025 Flputnam Investment Management Co.1,006,200$82.20M1.5%-1.8%0.927%
5/15/2025 Royal Bank of Canada412,370$33.69M0.0%+0.6%0.380%
5/15/2025 Baird Financial Group Inc.208,571$17.04M0.0%-5.2%0.192%
5/15/2025 WPG Advisers LLC1,974$161K0.2%N/A0.002%
5/15/2025 TD Capital Management LLC603$49K0.0%-17.4%0.001%
5/15/2025 Mission Creek Capital Partners Inc.3,044$249K0.1%-70.5%0.003%
5/15/2025 Clarity Asset Management Inc.2,680$219K0.1%-70.8%0.002%
5/14/2025 Jane Street Group LLC700,271$57.21M0.0%+12.1%0.645%
5/14/2025 Comerica Bank8,348$682K0.0%-32.5%0.008%
5/14/2025 Ally Invest Advisors Inc.274,161$22.40M1.9%-2.1%0.252%
5/14/2025 Smartleaf Asset Management LLC727$60K0.0%+1,035.9%0.001%
5/14/2025 Northwestern Mutual Wealth Management Co.1,083,587$88.52M0.1%+6.7%0.998%
5/14/2025 Haverford Trust Co20,432$1.67M0.0%+9.4%0.019%
5/14/2025 Sax Wealth Advisors LLC13,141$1.07M0.1%-10.8%0.012%
5/14/2025 Kestra Advisory Services LLC39,323$3.21M0.0%-9.9%0.036%
5/14/2025 Rede Wealth LLC3,105$254K0.1%-5.5%0.003%
5/14/2025 Wescott Financial Advisory Group LLC10,538$861K0.1%-21.7%0.010%
5/14/2025 Compound Planning Inc.8,953$731K0.0%-23.0%0.008%
5/14/2025 Gould Capital LLC1,757$144K0.1%+8.9%0.002%
5/14/2025 Ameriprise Financial Inc.1,290,845$105.53M0.0%-35.7%1.189%
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5/14/2025 Bragg Financial Advisors Inc10,005$817K0.0%+10.7%0.009%
5/14/2025 CW Advisors LLC3,075$251K0.0%N/A0.003%
5/14/2025 United Asset Strategies Inc.3,799$310K0.0%+4.9%0.003%
5/14/2025 Partners Capital Investment Group LLP225,418$18.41M0.3%-6.6%0.208%
5/14/2025 Dorsey & Whitney Trust CO LLC33,002$2.70M0.2%+13.8%0.030%
5/14/2025 Capital Analysts LLC11,342$926K0.0%-6.5%0.010%
5/14/2025 CWS Financial Advisors LLC2,620$214K0.1%N/A0.002%
5/13/2025 Sand Hill Global Advisors LLC120,388$9.84M0.4%+2.8%0.111%
5/13/2025 Aptus Capital Advisors LLC34,931$2.85M0.0%-2.9%0.032%
5/13/2025 Northern Trust Corp5,656,013$462.04M0.1%+0.9%5.208%
5/13/2025 Blue Edge Capital LLC47,909$3.91M0.6%+9.0%0.044%
5/13/2025 Cascade Financial Partners LLC11,914$973K0.1%-17.3%0.011%
5/13/2025 Steward Partners Investment Advisory LLC132,106$10.79M0.1%-2.7%0.122%
5/13/2025 Raymond James Financial Inc.158,139$12.92M0.0%-8.7%0.146%
5/13/2025 Cresset Asset Management LLC48,555$3.97M0.0%+0.6%0.045%
5/13/2025 Schneider Downs Wealth Management Advisors LP12,229$999K0.2%+6.3%0.011%
5/13/2025 Waypoint Wealth Partners Inc.39,104$3.19M0.9%-3.3%0.036%
5/13/2025 Kovitz Investment Group Partners LLC12,004$981K0.0%+4.4%0.011%
5/13/2025 Financial Network Wealth Advisors LLC1,204$98K0.1%N/A0.001%
5/13/2025 Brooklyn FI LLC17,113$1.40M0.4%+5.1%0.016%
5/13/2025 Russell Investments Group Ltd.1,309$107K0.0%-14.3%0.001%
5/13/2025 Callan Family Office LLC3,809$311K0.0%-13.9%0.004%
5/13/2025 HighTower Advisors LLC548,819$44.83M0.1%-1.6%0.505%
5/13/2025 Peak Financial Management Inc.8,146$666K0.2%-2.5%0.008%
5/12/2025 Financial Engines Advisors L.L.C.162,987$13.31M0.0%-1.0%0.150%
5/12/2025 Paulson Wealth Management Inc.6,256$511K0.1%+5.8%0.006%
5/12/2025 SouthState Corp3,625$296K0.0%N/A0.003%
5/12/2025 Cobblestone Capital Advisors LLC NY15,557$1.27M0.1%-5.4%0.014%
5/12/2025 White Lighthouse Investment Management Inc.19,126$1.56M0.3%-4.1%0.018%
5/12/2025 Atlas Capital Advisors Inc.1,946$159K0.0%-17.2%0.002%
5/12/2025 Covestor Ltd1,524$125K0.1%-8.8%0.001%
5/12/2025 JPMorgan Chase & Co.7,173,197$585.98M0.0%+14.4%6.605%
5/12/2025 Balanced Rock Investment Advisors LLC40,307$3.29M2.6%+2.2%0.037%
5/12/2025 Townsquare Capital LLC11,637$951K0.0%+17.1%0.011%
5/12/2025 Founders Financial Alliance LLC2,750$225K0.1%+189.5%0.003%
5/12/2025 National Bank of Canada FI22,272$1.85M0.0%+5.5%0.021%
5/12/2025 AlphaCore Capital LLC6,519$533K0.0%N/A0.006%
5/12/2025 Alesco Advisors LLC142,775$11.66M0.4%-0.1%0.131%
5/9/2025 Silver Oak Advisory Group Inc.3,251$265K0.1%-13.3%0.003%
5/9/2025 Deutsche Bank AG1,194$98K0.0%-88.9%0.001%
5/9/2025 Foster Dykema Cabot & Partners LLC2,756$225K0.0%-77.1%0.003%
5/9/2025 Roof Eidam Maycock Peralta LLC118,639$9.69M2.6%-0.4%0.109%
5/9/2025 Citizens Financial Group Inc. RI115,166$9.41M0.2%-22.2%0.106%
5/9/2025 Planning Alternatives Ltd. ADV16,276$1.33M0.2%-6.9%0.015%
5/9/2025 Ritter Daniher Financial Advisory LLC DE744$61K0.0%N/A0.001%
5/9/2025 Wealthspire Advisors LLC118,625$9.69M0.1%-0.9%0.109%
5/9/2025 Annis Gardner Whiting Capital Advisors LLC27,626$2.26M1.0%+10.1%0.025%
5/9/2025 Associated Banc Corp5,159$421K0.0%+68.4%0.005%
5/9/2025 Atria Wealth Solutions Inc.2,794$228K0.0%N/A0.003%
5/9/2025 Empower Advisory Group LLC5,858,225$478.56M1.6%-1.8%5.394%
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5/9/2025 Cary Street Partners Financial LLC4,981$407K0.0%N/A0.005%
5/9/2025 Commonwealth Equity Services LLC1,016,204$83.01M0.1%+3.0%0.936%
5/9/2025 Blair William & Co. IL187,712$15.33M0.0%-0.1%0.173%
5/9/2025 Blue Sky Capital Consultants Group Inc.36,957$3.02M2.0%-1.3%0.034%
5/9/2025 PNC Financial Services Group Inc.621,606$50.78M0.0%+11.9%0.572%
5/8/2025 TIAA Trust National Association4,278,805$349.54M1.1%-4.6%3.940%
5/8/2025 Baker Avenue Asset Management LP5,273$431K0.0%-33.2%0.005%
5/8/2025 Heritage Wealth Advisors27,412$2.24M0.1%+3.9%0.025%
5/8/2025 Howland Capital Management LLC220,150$17.98M0.8%-20.3%0.203%
5/8/2025 US Bancorp DE825,203$67.41M0.4%-3.1%0.760%
(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, 631 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 ($739.39M), JPMorgan Chase & Co. ($585.98M), Empower Advisory Group LLC ($478.56M), Northern Trust Corp ($462.04M), TIAA Trust National Association ($349.54M), 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 536 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 ($6.60M), TIAA Trust National Association ($5.19M), Northern Trust Corp ($2.67M), JPMorgan Chase & Co. ($1.75M), Brooklyn FI LLC ($1.02M), FMR LLC ($942.02K), and Jane Street Group LLC ($565.37K).

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

Institutional investors have bought a total of 29,388,139 shares in the last 24 months. This purchase volume represents approximately $2.62B in transactions.

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

Of the 408 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: Envestnet Asset Management Inc. ($1.80M), Fifth Third Bancorp ($1.03M), Northern Trust Corp ($833.70K), Commonwealth Equity Services LLC ($791.85K), Ameriprise Financial Inc. ($746.76K), Citizens Financial Group Inc. RI ($643.74K), and TIAA Trust National Association ($627.97K).

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

Institutional investors have sold a total of 11,451,429 shares in the last 24 months. This volume of shares sold represents approximately $884.65M in transactions.



This page (NASDAQ:ESGD) was last updated on 5/22/2025 by MarketBeat.com Staff
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