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iShares ESG Aware MSCI EAFE ETF (ESGD) Institutional Ownership

iShares ESG Aware MSCI EAFE ETF logo
$103.08 +0.76 (+0.74%)
As of 04:00 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)
509
Total
Institutional Inflows
(last 12 months)
$955.99M
Number of
Institutional Sellers
(last 12 months)
288
Total
Institutional Outflows
(last 12 months)
$831.74M
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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
7/10/2026 Envision Financial LLC4,234$435K0.2%N/A0.004%
7/10/2026 Financial Planning Fort Collins LLC9,325$961K0.7%+1.8%0.008%
7/10/2026 JFS Wealth Advisors LLC265$27K0.0%-44.4%0.000%
7/10/2026 GenWealth Group Inc.2,201$226K0.0%N/A0.002%
7/10/2026 Farrell Financial LLC6,610$680K0.4%+1.6%0.006%
7/10/2026 Torren Management LLC26,778$2.75M1.4%-1.0%0.023%
7/10/2026 Affiance Financial LLC39,390$4.05M0.6%+5.1%0.034%
7/10/2026 A&I Financial Services LLC13,210$1.36M0.6%-2.8%0.012%
7/10/2026 Wealthcare Advisory Partners LLC12,809$1.32M0.0%+15.6%0.011%
7/9/2026 Baron Financial Group LLC30,130$3.10M1.5%-6.1%0.026%
7/9/2026 Shira Ridge Wealth Management135,088$13.89M4.8%-0.9%0.118%
7/9/2026 Focus Financial Network Inc.3,940$405K0.0%+8.8%0.003%
7/9/2026 HF Advisory Group LLC13,626$1.40M0.4%+3.4%0.012%
7/9/2026 Sax Wealth Advisors LLC9,415$900K0.0%-1.8%0.008%
7/9/2026 Windsor Capital Management LLC177,687$18.27M4.7%+1.1%0.155%
7/9/2026 Pine Haven Investment Counsel Inc40,132$4.13M2.8%+4.8%0.035%
7/9/2026 Affinity Capital Advisors LLC4,841$506K0.1%-19.3%0.004%
7/8/2026 Chesley Taft & Associates LLC4,190$431K0.0%-5.8%0.004%
7/8/2026 Ryan Investment Management Inc.17,994$1.85M0.8%+165.2%0.016%
7/8/2026 DWR Wealth Management LLC4,706$482K0.4%+2.7%0.004%
7/8/2026 RVW Wealth LLC57,446$5.91M0.4%+4.1%0.050%
7/8/2026 NerdWallet Wealth Partners LLC4,277$440K0.2%+70.0%0.004%
7/8/2026 Elmwood Wealth Management Inc.2,514$258K0.1%-11.8%0.002%
7/8/2026 Elevation Wealth Partners LLC17,841$1.83M0.5%+1.9%0.016%
7/8/2026 Mallini Complete Financial Planning LLC1,950$201K0.1%N/A0.002%
7/8/2026 Apella Capital LLC78,962$8.14M0.1%+1.4%0.069%
7/7/2026 Pioneer Wealth Management Group29,230$3.01M0.7%+23.6%0.026%
7/7/2026 JGP Wealth Management LLC2,941$302K0.0%+4.4%0.003%
7/7/2026 Dynamic Advisor Solutions LLC11,191$1.15M0.0%-11.5%0.010%
7/7/2026 GAMMA Investing LLC1,833$188K0.0%+978.2%0.002%
7/7/2026 Avior Wealth Management LLC3,572$367K0.0%-4.4%0.003%
7/7/2026 Canandaigua National Bank & Trust Co.37,237$3.83M0.3%N/A0.033%
7/7/2026 CoreCap Advisors LLC1,808$186K0.0%+16.3%0.002%
7/7/2026 Pacific Excel Wealth Advisors Inc.4,614$474K0.2%N/A0.004%
7/7/2026 Pathway Financial Advisors LLC12,439$1.29M0.1%+56.1%0.011%
7/6/2026 Bangor Savings Bank5,532$569K0.0%+5.3%0.005%
7/6/2026 Sincerus Advisory LLC36,579$3.76M2.6%+1.8%0.032%
7/1/2026 Eastern Bank280,489$28.84M0.4%-6.1%0.251%
6/24/2026Basecamp Wealth Advisors LLC2,813$269K0.1%+11.9%0.003%
6/18/2026Western Wealth Management LLC11,549$1.10M0.0%-1.5%0.010%
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6/16/2026Empowered Funds LLC5,470$523K0.0%+54.4%0.005%
6/9/2026Contango Wealth Management LLC4,536$434K0.5%-8.2%0.004%
6/3/2026Parallel Advisors LLC16,232$1.55M0.0%-3.9%0.015%
6/3/2026NewEdge Advisors LLC84,951$8.12M0.0%-3.7%0.076%
5/29/2026Asset Dedication LLC11,093$1.06M0.1%-9.9%0.010%
5/27/2026Capasso Planning Partners LLC6,069$580K0.3%-1.6%0.005%
5/22/2026Verus Capital Partners LLC3,886$372K0.0%+17.5%0.003%
5/20/2026Cadia Private Client LLC4,000$382K0.3%+14.3%0.004%
5/20/2026SOA Wealth Advisors LLC.27,923$2.67M0.3%-4.1%0.025%
5/20/2026FinArc Investments Inc.188,524$18.03M17.3%N/A0.169%
5/19/2026Western Wealth Management LLC11,549$1.10M0.0%-1.5%0.010%
5/19/2026 Sonoma Allocations LLC7,821$757K0.3%+17.1%0.007%
5/19/2026Bank of America Corp DE9,421,820$900.91M0.1%-12.2%8.442%
5/18/2026Royal Bank of Canada488,801$46.74M0.0%-7.1%0.438%
5/18/2026Empowered Funds LLC5,470$523K0.0%+54.4%0.005%
5/16/2026Quantinno Capital Management LP3,542$339K0.0%+13.7%0.003%
5/15/2026Gateway Wealth Partners LLC4,991$477K0.0%N/A0.004%
5/15/2026Bradley Foster & Sargent Inc. CT6,620$633K0.0%+2.2%0.006%
5/15/2026Wealth Alliance LLC3,975$380K0.0%+4.4%0.004%
5/14/2026GC Wealth Management RIA LLC34,138$3.26M0.1%-1.5%0.031%
5/14/2026Compound Planning Inc.21,241$2.03M0.1%+44.5%0.019%
5/14/2026Modern Wealth Management LLC46,741$4.55M0.1%-17.2%0.042%
5/14/2026Sei Investments Co.369,066$35.29M0.0%-2.9%0.331%
5/14/2026Lido Advisors LLC3,103$297K0.0%N/A0.003%
5/14/2026Forefront Analytics LLC254,427$24.33M22.1%+20.5%0.228%
5/13/2026Cetera Investment Advisers129,155$12.35M0.0%+3.1%0.116%
5/13/2026Cambridge Associates LLC MA ADV63,109$6.03M0.1%-10.1%0.057%
5/13/2026Alesco Advisors LLC An ESL Co123,456$11.81M0.3%-6.9%0.111%
5/13/2026First Trust Advisors LP4,928$471K0.0%-5.0%0.004%
5/8/2026PNC Financial Services Group Inc.947,377$90.59M0.1%+14.7%0.849%
5/8/2026Johnson Financial Group Inc.1,703$163K0.0%-8.8%0.002%
5/8/2026JSF Financial LLC2,423$232K0.0%-12.4%0.002%
5/7/2026AlTi Global Inc.285,644$27.31M0.6%+2.0%0.256%
5/7/2026Hollencrest Capital Management763$73K0.0%N/A0.001%
5/7/2026Scarborough Advisors LLC675$65K0.0%+109.6%0.001%
5/7/2026Parallel Advisors LLC16,232$1.55M0.0%-3.9%0.015%
5/7/2026Planning Alternatives Ltd. ADV18,918$1.81M0.2%+7.1%0.017%
5/7/2026Marshall & Sterling Wealth Advisors Inc.2,520$241K0.2%+11.2%0.002%
5/6/2026Bartlett & CO. Wealth Management LLC10,081$1.00M0.0%+377.8%0.009%
5/6/2026Centennial Bank AR 64,800$6.20M2.2%+168.9%0.058%
5/6/2026Cornerstone Planning Group LLC3,671$370K0.1%+78.0%0.003%
5/6/2026Modera Wealth Management LLC148,243$14.18M0.2%-0.9%0.133%
5/6/2026Assetmark Inc.19,706$1.88M0.0%+1.5%0.018%
5/6/2026Gould Asset Management LLC CA32,774$3.13M0.5%+3.1%0.029%
5/6/2026Frisch Financial Group Inc.6,460$618K0.1%+2.4%0.006%
5/6/2026Prosperity Consulting Group LLC5,832$558K0.0%N/A0.005%
5/5/2026Wealthfront Advisers LLC1,208,522$115.56M0.3%-3.1%1.083%
5/5/2026D.A. Davidson & CO.353,077$33.76M0.2%-3.0%0.316%
5/5/2026 NerdWallet Wealth Partners LLC2,516$241K0.1%N/A0.002%
5/5/2026Bank of New York Mellon Corp249,821$23.89M0.0%+136.9%0.224%
Jeff Brown and Marc Chaikin's latest AI prediction explained (Ad)

Jeff Brown and Marc Chaikin - the duo who identified Nvidia a decade ago - are forecasting that Elon Musk's AI breakthrough they call 'M.A.G.I.' will collide with a rare market pattern by July 30. That pattern carries a 100% historical track record. The last time it triggered, early investors had a chance to turn $10,000 into as much as $350,000 in roughly 12 months.tc pixel

See the full breakdown of their AI prediction before July 30
5/5/2026Sherman Asset Management Inc.4,865$465K0.4%+9.9%0.004%
5/5/2026SouthState Bank Corp541$52K0.0%-22.4%0.000%
5/5/2026Sanctuary Advisors LLC21,117$2.02M0.0%-16.8%0.019%
5/5/20261ST Source Bank11,239$1.08M0.1%+3.8%0.010%
5/4/2026Summit Wealth Group LLC17,336$1.66M0.4%-2.5%0.016%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management281,817$26.95M0.5%-0.1%0.253%
5/4/2026Principal Financial Group Inc.94,895$9.07M0.0%+47.6%0.085%
5/4/2026Chicago Partners Investment Group LLC18,897$1.90M0.0%+4.3%0.017%
5/2/2026Global Assets Advisory LLC882$84K0.0%N/A0.001%
5/2/2026Keener Financial Planning LLC2,953$282K0.1%-9.0%0.003%


ESGD Institutional Ownership - Frequently Asked Questions

During the previous two years, 737 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 ($900.91M), JPMorgan Chase & Co. ($768.99M), Empower Advisory Group LLC ($504.01M), Northern Trust Corp ($447.87M), Morgan Stanley ($417.69M), TIAA Trust National Association ($382.02M), and FMR LLC ($178.43M).Learn more on iShares ESG Aware MSCI EAFE ETF's institutional investors.

Of the 659 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: JPMorgan Chase & Co. ($2.22M), Jane Street Group LLC ($1.96M), Northern Trust Corp ($1.05M), Brooklyn FI LLC ($1.03M), FMR LLC ($822.55K), EP Wealth Advisors LLC ($817.15K), and Envestnet Asset Management Inc. ($599.07K).

Institutional investors have bought a total of 10,254,106 shares in the last 24 months. This purchase volume represents approximately $955.99M in transactions.

Of the 287 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: Bank of America Corp DE ($1.31M), Northwestern Mutual Wealth Management Co. ($944.34K), Fifth Third Bancorp ($678.47K), Envestnet Asset Management Inc. ($626.23K), Ellevest Inc. ($620.34K), M&T Bank Corp ($543.56K), and Jane Street Group LLC ($444.35K).

Institutional investors have sold a total of 8,985,421 shares in the last 24 months. This volume of shares sold represents approximately $831.74M in transactions.


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This page (NASDAQ:ESGD) was last updated on 7/14/2026 by MarketBeat.com Staff.
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