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iShares ESG Aware MSCI EAFE ETF (ESGD) Institutional Ownership

iShares ESG Aware MSCI EAFE ETF logo
$87.05 -0.23 (-0.26%)
Closing price 08/1/2025 04:00 PM Eastern
Extended Trading
$87.04 -0.01 (-0.01%)
As of 08/1/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Number of
Institutional Buyers
(last 12 months)
421
Total
Institutional Inflows
(last 12 months)
$864.01M
Number of
Institutional Sellers
(last 12 months)
306
Total
Institutional Outflows
(last 12 months)
$450.20M
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Skip Chart & View Institutional Buying and Selling Data

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
8/1/2025Austin Private Wealth LLC4,555$406K0.0%N/A0.004%
8/1/2025Equita Financial Network Inc.6,702$598K0.2%-9.4%0.006%
8/1/2025Advisory Alpha LLC5,859$523K0.0%+4.1%0.005%
8/1/2025Rossby Financial LCC1,753$156K0.1%-13.0%0.002%
8/1/2025Facet Wealth Inc.77,933$6.80M0.2%-1.6%0.072%
8/1/2025Cobblestone Capital Advisors LLC NY12,450$1.11M0.1%-20.0%0.011%
8/1/2025Penobscot Wealth Management8,574$765K0.3%+13.7%0.008%
8/1/2025Bessemer Group Inc.8,315$741K0.0%+2,848.6%0.008%
8/1/2025Ashton Thomas Private Wealth LLC3,018$269K0.0%N/A0.003%
8/1/2025Envestnet Asset Management Inc.2,191,836$195.55M0.1%+22.8%2.013%
7/31/2025 Jordan Park Group LLC9,309$831K0.1%-12.0%0.009%
7/31/2025 Schneider Downs Wealth Management Advisors LP14,047$1.25M0.2%+14.9%0.013%
7/31/2025 Brighton Jones LLC11,467$1.02M0.0%+11.1%0.010%
7/31/2025 Sentinel Trust Co. LBA6,072$542K0.1%-12.5%0.006%
7/31/2025 Focus Partners Advisor Solutions LLC20,165$1.80M0.0%+1.7%0.018%
7/31/2025 Kathleen S. Wright Associates Inc.327$29K0.0%N/A0.000%
7/31/2025 Blue Sky Capital Consultants Group Inc.38,864$3.47M1.7%+5.2%0.036%
7/31/2025 AlTi Global Inc.256,534$22.89M0.6%+64.8%0.235%
7/31/2025 GenTrust LLC19,022$1.70M0.1%+11.0%0.017%
7/31/2025 Sharper & Granite LLC7,411$661K0.3%-13.2%0.007%
7/31/2025 Money Design Co. Ltd.220,715$19.69M0.9%-7.4%0.202%
7/30/2025 Silver Oak Wealth Advisors Services LLC34,958$3.12M2.2%+8.2%0.032%
7/30/2025 Caliber Wealth Management LLC KS13,946$1.24M0.1%N/A0.013%
7/30/2025 Birch Hill Investment Advisors LLC8,626$770K0.0%+1.7%0.008%
7/30/2025 Onyx Bridge Wealth Group LLC8,030$716K0.1%+46.6%0.007%
7/30/2025 Brookstone Capital Management21,057$1.88M0.0%-6.2%0.019%
7/30/2025 D.A. Davidson & CO.379,018$33.82M0.2%-4.4%0.347%
7/30/2025 Pittenger & Anderson Inc.9,326$832K0.0%-2.7%0.009%
7/30/2025 Bogart Wealth LLC5,918$528K0.0%-8.6%0.005%
7/30/2025 Nottingham Advisors Inc.49,944$4.46M0.7%-6.7%0.046%
7/30/2025 WBH Advisory Inc.2,258$201K0.0%N/A0.002%
7/29/2025 Alaska Wealth Advisors21,750$1.94M0.3%-5.3%0.020%
7/29/2025 Financial Advisors LLC22,998$2.05M0.4%-23.7%0.021%
7/29/2025 Crux Wealth Advisors32,263$2.88M1.2%N/A0.030%
7/29/2025 Chicago Partners Investment Group LLC17,839$1.63M0.0%+1.8%0.016%
7/29/2025 Wingate Wealth Advisors Inc.23,227$2.07M1.8%+1.9%0.021%
7/29/2025 Signature Estate & Investment Advisors LLC3,830$342K0.0%-15.8%0.004%
7/29/2025 Private Wealth Management Group LLC18,079$1.61M0.5%-1.8%0.017%
7/29/2025 Stratos Wealth Partners LTD.12,737$1.14M0.0%+3.3%0.012%
7/29/2025 Angeles Wealth Management LLC884$79K0.0%N/A0.001%
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7/29/2025 Roof Eidam Maycock Peralta LLC116,456$10.39M2.6%-1.8%0.107%
7/29/2025 Horst & Graben Wealth Management LLC6,061$541K0.1%N/A0.006%
7/29/2025 Sincerus Advisory LLC32,442$2.93M2.8%+11.5%0.030%
7/28/2025 Morris Financial Concepts Inc.3,475$310K0.1%+19.3%0.003%
7/28/2025 Harbour Investments Inc.23,609$2.11M0.1%+1.5%0.022%
7/28/2025 Courier Capital LLC9,093$811K0.0%+6.7%0.008%
7/28/2025 Sagespring Wealth Partners LLC3,385$302K0.0%N/A0.003%
7/28/2025 RFG Advisory LLC2,641$236K0.0%N/A0.002%
7/28/2025 Axxcess Wealth Management LLC36,196$3.23M0.1%-2.5%0.033%
7/28/2025 Revolve Wealth Partners LLC2,270$203K0.0%N/A0.002%
7/25/2025 NorthRock Partners LLC13,798$1.23M0.0%-4.7%0.013%
7/25/2025 Atria Wealth Solutions Inc.2,533$226K0.0%-9.3%0.002%
7/25/2025 Envestnet Portfolio Solutions Inc.97,907$8.74M0.0%N/A0.090%
7/25/2025 Wealth Architects LLC116,914$10.43M1.1%+10.1%0.107%
7/25/2025 Sequoia Financial Advisors LLC5,411$483K0.0%-6.2%0.005%
7/25/2025 MGO One Seven LLC7,679$685K0.0%+88.9%0.007%
7/25/2025 RHS Financial LLC15,283$1.36M0.8%-32.6%0.014%
7/25/2025 Libra Wealth LLC6,149$549K0.2%+29.1%0.006%
7/25/2025 CWM LLC6,952$620K0.0%+18.8%0.006%
7/25/2025 Wealth Advisory Team LLC28,079$2.51M2.3%N/A0.026%
7/25/2025 Concurrent Investment Advisors LLC3,005$268K0.0%N/A0.003%
7/25/2025 Matrix Asset Advisors Inc. NY6,378$569K0.1%-2.2%0.006%
7/25/2025 PrairieView Partners LLC3,778$337K0.0%-4.9%0.003%
7/24/2025 Fulcrum Capital LLC5,579$498K0.1%-5.8%0.005%
7/24/2025 JNBA Financial Advisors65,342$5.83M0.6%+1.4%0.060%
7/24/2025 Williams & Novak LLC16,345$1.46M1.2%-9.3%0.015%
7/24/2025 Eastern Bank303,872$27.11M0.5%+23.9%0.278%
7/24/2025 JFS Wealth Advisors LLC390$35K0.0%N/A0.000%
7/24/2025 rebel Financial LLC28,618$2.55M1.2%N/A0.026%
7/24/2025 Robertson Stephens Wealth Management LLC61,117$5.45M0.2%-9.7%0.056%
7/24/2025 Brandywine Oak Private Wealth LLC26,828$2.39M0.2%-3.0%0.025%
7/24/2025 Etesian Wealth Advisors Inc.2,818$251K0.1%+4.5%0.003%
7/24/2025 McKinley Carter Wealth Services Inc.34,986$3.12M0.2%-6.7%0.032%
7/24/2025 Callan Family Office LLC2,966$265K0.0%-22.1%0.003%
7/24/2025 Blair William & Co. IL188,998$16.86M0.0%+0.7%0.173%
7/24/2025 True Link Financial Advisors LLC4,064$363K0.0%+34.7%0.004%
7/24/2025 US Bancorp DE835,568$74.55M0.1%+1.3%0.764%
7/23/2025 Values Added Financial LLC18,496$1.65M0.8%-46.2%0.017%
7/23/2025 Peak Financial Management Inc.8,282$739K0.2%+1.7%0.008%
7/23/2025 Dohj LLC183,380$15.17M4.1%+4.7%0.168%
7/23/2025 Valmark Advisers Inc.2,308$206K0.0%N/A0.002%
7/23/2025 Armbruster Capital Management Inc.11,908$1.06M0.2%-4.0%0.011%
7/23/2025 Sax Wealth Advisors LLC12,091$1.08M0.1%-8.0%0.011%
7/23/2025 High Note Wealth LLC320,164$28.57M6.5%+3.8%0.293%
7/23/2025 TriaGen Wealth Management LLC25,080$2.24M0.7%-0.7%0.023%
7/23/2025 Sachetta LLC2,857$255K0.1%-9.5%0.003%
7/23/2025 CFM Wealth Partners LLC22,596$2.02M0.3%-8.3%0.021%
7/23/2025 Litman Gregory Wealth Management LLC94,559$8.44M0.7%-2.9%0.087%
7/22/2025 Relyea Zuckerberg Hanson LLC61,398$5.48M0.6%+5.7%0.056%
7/22/2025 Confluence Wealth Services Inc.3,011$269K0.0%+6.7%0.003%
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Click here for the names of our three top stocks to own this year (no purchase necessary).
7/22/2025 Valley National Advisers Inc.4,189$373K0.1%+3.5%0.004%
7/22/2025 Petros Family Wealth LLC2,408$215K0.2%N/A0.002%
7/22/2025 Valeo Financial Advisors LLC8,653$772K0.0%-26.1%0.008%
7/22/2025 Grimes & Company Inc.26,165$2.33M0.1%+59.0%0.024%
7/22/2025 JSF Financial LLC2,504$223K0.1%-56.2%0.002%
7/22/2025 Mascoma Wealth Management LLC65,067$5.81M1.3%+9.0%0.060%
7/22/2025 Wealthcare Advisory Partners LLC11,086$989K0.0%-8.0%0.010%
7/22/2025 Hill Island Financial LLC8,261$737K0.2%-91.6%0.008%
7/22/2025 BridgePort Financial Solutions LLC2,546$227K0.1%N/A0.002%
7/22/2025 Clarius Group LLC141,548$12.63M0.7%-1.2%0.130%
(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, 643 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), Morgan Stanley ($332.49M), and Envestnet Asset Management Inc. ($195.55M).Learn more on iShares ESG Aware MSCI EAFE ETF's institutional investors.

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

Of the 557 institutional investors that purchased iShares ESG Aware MSCI EAFE ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: 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), Envestnet Asset Management Inc. ($655.09K), 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 10,873,436 shares in the last 24 months. This purchase volume represents approximately $864.01M in transactions.

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

Of the 304 institutional investors that sold iShares ESG Aware MSCI EAFE ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fifth Third Bancorp ($1.11M), Ameriprise Financial Inc. ($716.46K), Flputnam Investment Management Co. ($222.03K), TIAA Trust National Association ($204.02K), Citizens Financial Group Inc. RI ($191.47K), Mirae Asset Global Investments Co. Ltd. ($180.10K), and Jane Street Group LLC ($146.51K).

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

Institutional investors have sold a total of 5,483,868 shares in the last 24 months. This volume of shares sold represents approximately $450.20M in transactions.



This page (NASDAQ:ESGD) was last updated on 8/2/2025 by MarketBeat.com Staff
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