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iShares ESG Aware MSCI EAFE ETF (ESGD) Institutional Ownership

iShares ESG Aware MSCI EAFE ETF logo
$93.08 +0.51 (+0.55%)
As of 01:38 PM 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)
446
Total
Institutional Inflows
(last 12 months)
$961.20M
Number of
Institutional Sellers
(last 12 months)
312
Total
Institutional Outflows
(last 12 months)
$638.43M
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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
10/14/2025Matrix Asset Advisors Inc. NY6,036$561K0.1%-5.4%0.005%
10/14/2025Foster Group Inc.7,845$729K0.0%+2.7%0.007%
10/14/2025Harbor Group Inc.4,163$387K0.1%+5.2%0.004%
10/14/2025Pioneer Wealth Management Group24,445$2.27M0.7%-2.0%0.022%
10/14/2025Clarius Group LLC141,681$13.17M0.8%+0.1%0.129%
10/10/2025 Pathway Financial Advisors LLC7,969$741K0.1%+212.6%0.007%
10/10/2025 Flputnam Investment Management Co.1,331,282$123.78M1.9%+5.6%1.208%
10/10/2025 Ryan Investment Management Inc.17,631$1.64M0.9%-2.8%0.016%
10/10/2025 Sharkey Howes & Javer9,133$849K0.1%+58.6%0.008%
10/10/2025 Falcon Wealth Planning14,392$1.34M0.1%+22.6%0.013%
10/10/2025 Shotwell Rutter Baer Inc5,937$560K0.4%-2.4%0.005%
10/9/2025 CGN Advisors LLC16,713$1.55M0.1%+7.0%0.015%
10/9/2025 AdvisorNet Financial Inc2,825$263K0.0%+5.1%0.003%
10/9/2025 Richard P Slaughter Associates Inc16,153$1.50M0.3%+4.1%0.015%
10/9/2025 Peak Financial Management Inc.8,397$781K0.2%+1.4%0.008%
10/9/2025 Affinity Capital Advisors LLC6,034$567K0.1%-3.2%0.005%
10/9/2025 Dynamic Advisor Solutions LLC25,343$2.36M0.1%-5.7%0.023%
10/9/2025 Long Run Wealth Advisors LLC21,991$2.05M0.4%-2.3%0.020%
10/8/2025 Sincerus Advisory LLC32,691$3.04M2.6%+0.8%0.030%
10/7/2025 Montecito Bank & Trust30,502$2.84M0.4%N/A0.028%
10/7/2025 Acropolis Investment Management LLC16,873$1.51M0.1%+35.2%0.015%
10/7/2025 Canandaigua National Bank & Trust Co.38,331$3.56M0.3%-4.1%0.035%
10/6/2025 HF Advisory Group LLC12,500$1.16M0.4%+6.2%0.011%
10/6/2025 Windsor Capital Management LLC181,937$16.92M4.7%+3.3%0.165%
10/3/2025 Aaron Wealth Advisors LLC6,126$570K0.0%+9.3%0.006%
10/3/2025 IMPACTfolio LLC384,182$35.72M15.4%-1.6%0.353%
10/2/2025 First Hawaiian Bank25,754$2.40M0.3%-1.1%0.024%
9/26/2025Corient Private Wealth LLC325,501$29.04M0.0%+0.3%0.299%
9/12/2025Valeo Financial Advisors LLC8,653$772K0.0%-26.1%0.008%
9/10/2025WT Wealth Management7,644$682K0.2%+4.0%0.007%
9/9/2025 Cambridge Financial Group LLC11,448$1.02M0.4%-1.1%0.011%
9/9/2025NWF Advisory Services Inc.2,393$214K0.0%-4.6%0.002%
9/4/2025Osaic Holdings Inc.54,893$4.90M0.0%+48.8%0.050%
8/27/2025Orion Porfolio Solutions LLC9,293$829K0.0%+139.3%0.009%
8/26/2025Thrivent Financial for Lutherans19,995$1.78M0.0%-93.9%0.018%
8/25/2025Hilltop Partners LLC4,310$384K0.1%-5.1%0.004%
8/19/2025Cape Investment Advisory Inc.707$63K0.0%+19.0%0.001%
8/19/2025Advisory Services Network LLC80,378$7.02M0.1%+36.3%0.074%
8/19/2025Asset Dedication LLC12,888$1.15M0.1%+1.2%0.012%
8/19/2025Pitcairn Co.37,411$3.34M0.2%-19.8%0.034%
8/15/2025High Falls Advisors Inc2,367$211K0.0%N/A0.002%
8/15/2025Howland Capital Management LLC217,800$19.43M0.8%-1.1%0.200%
8/15/2025SkyView Investment Advisors LLC5,983$533K0.1%+30.1%0.005%
8/15/2025Blue Edge Capital LLC52,202$4.66M0.7%+9.0%0.048%
8/15/2025Corient Private Wealth LLC325,500$29.04M0.0%+0.3%0.299%
8/15/2025Captrust Financial Advisors23,141$2.07M0.0%-3.4%0.021%
8/15/2025Keel Point LLC38,439$3.43M0.2%+1.8%0.035%
8/15/2025Smartleaf Asset Management LLC1,326$118K0.0%+82.4%0.001%
8/15/2025Snowden Capital Advisors LLC2,527$225K0.0%N/A0.002%
8/15/2025Orion Porfolio Solutions LLC62,948$5.62M0.0%+1,521.1%0.058%
8/15/2025MML Investors Services LLC251,548$22.44M0.1%+8.4%0.231%
8/15/2025Mendel Capital Management LLC13,976$1.25M0.7%+4.3%0.013%
8/15/2025Modern Wealth Management LLC56,409$5.03M0.1%+805.6%0.052%
8/15/2025Great Valley Advisor Group Inc.4,719$421K0.0%+33.8%0.004%
8/15/2025EP Wealth Advisors LLC568,174$50.69M0.3%+3.0%0.522%
8/15/2025Balanced Rock Investment Advisors LLC41,061$3.66M2.9%+1.9%0.038%
8/15/2025Bank of America Corp DE10,659,560$951.05M0.1%+0.2%9.788%
8/15/2025Ameriprise Financial Inc.1,106,334$98.70M0.0%-14.3%1.016%
8/14/2025Jane Street Group LLC75,423$6.73M0.0%-85.5%0.069%
8/14/2025Raymond James Financial Inc.210,077$18.74M0.0%+32.8%0.193%
8/14/2025Diversify Advisory Services LLC5,624$510K0.0%+54.4%0.005%
8/14/2025Alliancebernstein L.P.127,804$11.40M0.0%-2.5%0.117%
8/14/2025Sand Hill Global Advisors LLC122,342$10.92M0.4%+1.6%0.112%
8/14/2025Sei Investments Co.376,390$33.58M0.0%-6.2%0.346%
8/14/2025NewEdge Advisors LLC80,269$7.16M0.0%+19.6%0.074%
8/14/2025Ally Invest Advisors Inc.269,107$24.01M1.9%-1.8%0.247%
8/14/2025Baker Avenue Asset Management LP4,498$401K0.0%-14.7%0.004%
8/14/2025Cerity Partners LLC78,806$7.03M0.0%+0.2%0.072%
8/13/2025Per Stirling Capital Management LLC.8,609$768K0.1%+21.2%0.008%
8/13/2025Shepherd Financial Partners LLC10,627$948K0.1%-1.8%0.010%
8/13/2025SageView Advisory Group LLC36,542$3.25M0.1%+1.9%0.034%
8/13/2025Cresset Asset Management LLC54,267$4.84M0.0%+11.8%0.050%
8/13/2025Brown Advisory Inc.14,972$1.34M0.0%+190.2%0.014%
8/13/2025North Berkeley Wealth Management LLC5,690$508K0.5%+3.0%0.005%
8/13/2025Portland Global Advisors LLC16,830$1.50M0.2%+1.4%0.015%
8/13/2025GeoWealth Management LLC68,997$6.16M0.2%-7.2%0.063%
8/13/2025Great Diamond Partners LLC6,258$558K0.1%-4.0%0.006%
8/13/2025Baird Financial Group Inc.175,774$15.68M0.0%-15.7%0.161%
8/13/2025EverSource Wealth Advisors LLC1,312$117K0.0%-14.5%0.001%
8/13/2025Kilter Group LLC618$55K0.0%N/A0.001%
8/13/2025CW Advisors LLC3,260$291K0.0%+6.0%0.003%
8/13/2025Acorns Advisers LLC1,516,142$135.27M1.2%+4.1%1.392%
8/13/2025Elios Financial Group Inc.14,562$1.30M0.6%+21.0%0.013%
8/13/2025Twin Peaks Wealth Advisors LLC355$32K0.0%N/A0.000%
8/13/2025Beacon Pointe Advisors LLC64,069$5.72M0.1%+9.2%0.059%
8/13/2025M&T Bank Corp530,265$47.31M0.2%-0.4%0.487%
8/13/2025Fisher Asset Management LLC61,130$5.45M0.0%+3.3%0.056%
8/13/2025Northwestern Mutual Wealth Management Co.1,119,074$99.84M0.1%+3.3%1.028%
8/13/2025Johnson Financial Group Inc.2,058$184K0.0%+43.1%0.002%
8/13/2025Elevation Point Wealth Partners LLC347$31K0.0%N/A0.000%
8/13/2025Quadrant Capital Group LLC10,468$934K0.0%-1.4%0.010%
8/13/2025Choreo LLC25,953$2.32M0.0%-5.5%0.024%
8/13/2025Russell Investments Group Ltd.1,131$101K0.0%-13.6%0.001%
8/12/2025Farmers National Bank3,730$333K0.1%+6.7%0.003%
8/12/2025Associated Banc Corp5,715$510K0.0%+10.8%0.005%
8/12/2025Columbia Bank2,434$216K0.1%N/A0.002%
8/12/2025Steward Partners Investment Advisory LLC172,166$15.36M0.1%+30.3%0.158%
8/12/2025Global Retirement Partners LLC3,121$278K0.0%N/A0.003%
8/12/2025Prudential Financial Inc.3,000$268K0.0%N/A0.003%
8/12/2025Coldstream Capital Management Inc.19,671$1.76M0.0%+0.7%0.018%
(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, 658 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 ($951.05M), JPMorgan Chase & Co. ($669.11M), Empower Advisory Group LLC ($504.01M), Northern Trust Corp ($462.04M), TIAA Trust National Association ($353.16M), 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 577 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), JPMorgan Chase & Co. ($1.63M), Northern Trust Corp ($1.15M), Brooklyn FI LLC ($1.02M), FMR LLC ($942.02K), Envestnet Asset Management Inc. ($599.07K), 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 11,894,033 shares in the last 24 months. This purchase volume represents approximately $961.20M in transactions.

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

Of the 312 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. ($900.97K), Ellevest Inc. ($620.34K), Jane Street Group LLC ($590.86K), TIAA Trust National Association ($518.64K), Thrivent Financial for Lutherans ($354.33K), and Empower Advisory Group LLC ($336.70K).

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

Institutional investors have sold a total of 7,552,358 shares in the last 24 months. This volume of shares sold represents approximately $638.43M in transactions.


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This page (NASDAQ:ESGD) was last updated on 10/14/2025 by MarketBeat.com Staff
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