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iShares ESG Aware MSCI EAFE ETF (ESGD) Institutional Ownership

iShares ESG Aware MSCI EAFE ETF logo
$103.15 +1.10 (+1.08%)
Closing price 10/2/2026 04:00 PM Eastern
Extended Trading
$102.91 -0.24 (-0.23%)
As of 10/2/2026 07:54 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 Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
456
Total
Institutional Inflows
(last 12 months)
$759.90M
Number of
Institutional Sellers
(last 12 months)
244
Total
Institutional Outflows
(last 12 months)
$589.26M
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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
10/1/2026 Montecito Bank & Trust8,554$881K0.1%-1.2%0.007%
10/1/2026 Coastline Trust Co14,065$1.45M0.1%N/A0.012%
9/25/2026Atomic Invest LLC137,081$14.05M1.2%+2,199.2%0.119%
9/23/2026Envestnet Portfolio Solutions Inc.76,512$7.87M0.0%-39.8%0.066%
9/23/2026Envestnet Asset Management Inc.1,221,505$125.58M0.0%-17.6%1.061%
9/15/2026Reynders McVeigh Capital Management LLC3,682$379K0.0%+23.8%0.003%
9/9/2026Blue Edge Capital LLC44,064$4.53M0.5%-4.6%0.039%
9/9/2026Sequoia Financial Advisors LLC12,870$1.32M0.0%-16.9%0.011%
9/9/2026Capital Analysts LLC1,479$152K0.0%-20.2%0.001%
9/9/2026NorthRock Partners LLC63,343$6.51M0.1%+1.2%0.055%
9/9/2026Integrated Wealth Concepts LLC35,676$3.67M0.0%+38.8%0.031%
9/9/2026Community Bank N.A.4,308$443K0.0%-2.9%0.004%
9/9/2026RFG Advisory LLC3,191$328K0.0%-31.4%0.003%
9/9/2026NewEdge Advisors LLC102,299$10.52M0.0%+20.4%0.090%
9/9/2026IFP Advisors Inc7,045$724K0.0%-2.7%0.006%
9/9/2026Baird Financial Group Inc.191,817$19.72M0.0%+3.4%0.168%
9/9/2026XY Planning Network Inc.11,176$1.15M0.1%+4.9%0.010%
9/8/2026Allworth Financial LP2,119$218K0.0%+11.1%0.002%
9/4/2026Parkside Financial Bank & Trust2,020$208K0.0%+6.7%0.002%
9/2/2026Range Advisory LLC13,864$1.43M0.2%+3.8%0.012%
9/2/2026Citadel Advisors LLC126,104$12.97M0.0%N/A0.110%
8/27/2026Corient Private Wealth LP66,604$6.85M0.0%-79.1%0.058%
8/25/2026Financial Insights Inc.3,555$365K0.1%-5.3%0.003%
8/23/2026IMPACTfolio LLC430,343$44.24M16.7%+2.4%0.377%
8/23/2026Wedmont Private Capital7,652$791K0.0%N/A0.007%
8/23/2026Endeavor Private Wealth Inc.3,658$376K0.1%-9.1%0.003%
8/23/2026HB Wealth Management LLC96,757$9.95M0.1%+4.1%0.085%
8/23/2026Angeles Wealth Management LLC931$96K0.0%+18.8%0.001%
8/22/2026Noble Wealth Partners LLC5,726$589K0.5%N/A0.005%
8/22/2026Old Mission Investment Co LLC6,000$617K0.1%N/A0.005%
8/22/2026TOP Private Wealth LLC.1,870$192K0.2%N/A0.002%
8/22/2026Cassilly Financial Group LLC3,711$382K0.3%N/A0.003%
8/22/2026Aureum Wealth Management LLC23,363$2.40M1.5%+14.2%0.020%
8/22/2026NWF Advisory Services Inc.2,831$291K0.0%-3.9%0.002%
8/22/2026Concurrent Investment Advisors LLC10,155$1.04M0.0%+30.5%0.009%
8/21/2026Emergent Wealth Advisors LLC2,101$216K0.1%-5.2%0.002%
8/21/2026XML Financial LLC2,943$303K0.0%+8.8%0.003%
8/20/2026Rehmann Capital Advisory Group5,403$556K0.0%-2.6%0.005%
8/20/2026Orgel Wealth Management LLC90,566$9.31M0.2%-0.1%0.079%
7/10/2026Envision Financial LLC4,234$435K0.2%N/A0.004%
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7/10/2026Financial Planning Fort Collins LLC9,325$961K0.7%+1.8%0.008%
7/10/2026JFS Wealth Advisors LLC265$27K0.0%-44.4%0.000%
7/10/2026GenWealth Group Inc.2,201$226K0.0%N/A0.002%
7/10/2026Farrell Financial LLC6,610$680K0.4%+1.6%0.006%
7/10/2026Torren Management LLC26,778$2.75M1.4%-1.0%0.023%
7/10/2026Affiance Financial LLC39,390$4.05M0.6%+5.1%0.034%
7/10/2026A&I Financial Services LLC13,210$1.36M0.6%-2.8%0.012%
7/10/2026Wealthcare Advisory Partners LLC12,809$1.32M0.0%+15.6%0.011%
7/9/2026Baron Financial Group LLC30,130$3.10M1.5%-6.1%0.026%
7/9/2026Shira Ridge Wealth Management135,088$13.89M4.8%-0.9%0.118%
7/9/2026Focus Financial Network Inc.3,940$405K0.0%+8.8%0.003%
7/9/2026HF Advisory Group LLC13,626$1.40M0.4%+3.4%0.012%
7/9/2026Sax Wealth Advisors LLC9,415$900K0.0%-1.8%0.008%
7/9/2026Windsor Capital Management LLC177,687$18.27M4.7%+1.1%0.155%
7/9/2026Pine Haven Investment Counsel Inc40,132$4.13M2.8%+4.8%0.035%
7/9/2026Affinity Capital Advisors LLC4,841$506K0.1%-19.3%0.004%
7/8/2026Chesley Taft & Associates LLC4,190$431K0.0%-5.8%0.004%
7/8/2026Ryan Investment Management Inc.17,994$1.85M0.8%+165.2%0.016%
7/8/2026DWR Wealth Management LLC4,706$482K0.4%+2.7%0.004%
7/8/2026RVW Wealth LLC57,446$5.91M0.4%+4.1%0.050%
7/8/2026NerdWallet Wealth Partners LLC4,277$440K0.2%+70.0%0.004%
7/8/2026Elmwood Wealth Management Inc.2,514$258K0.1%-11.8%0.002%
7/8/2026Elevation Wealth Partners LLC17,841$1.83M0.5%+1.9%0.016%
7/8/2026Mallini Complete Financial Planning LLC1,950$201K0.1%N/A0.002%
7/8/2026Apella Capital LLC78,962$8.14M0.1%+1.4%0.069%
7/7/2026Pioneer Wealth Management Group29,230$3.01M0.7%+23.6%0.026%
7/7/2026JGP Wealth Management LLC2,941$302K0.0%+4.4%0.003%
7/7/2026Dynamic Advisor Solutions LLC11,191$1.15M0.0%-11.5%0.010%
7/7/2026GAMMA Investing LLC1,833$188K0.0%+978.2%0.002%
7/7/2026Avior Wealth Management LLC3,572$367K0.0%-4.4%0.003%
7/7/2026Canandaigua National Bank & Trust Co.37,237$3.83M0.3%N/A0.033%
7/7/2026CoreCap Advisors LLC1,808$186K0.0%+16.3%0.002%
7/7/2026Pacific Excel Wealth Advisors Inc.4,614$474K0.2%N/A0.004%
7/7/2026Pathway Financial Advisors LLC12,439$1.29M0.1%+56.1%0.011%
7/6/2026Bangor Savings Bank5,532$569K0.0%+5.3%0.005%
7/6/2026Sincerus Advisory LLC36,579$3.76M2.6%+1.8%0.032%
7/1/2026Eastern 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%
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%
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5/19/2026Sonoma 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%


ESGD Institutional Ownership - Frequently Asked Questions

During the previous two years, 733 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 648 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 ($693.87K), and Envestnet Asset Management Inc. ($523.71K).

Institutional investors have bought a total of 8,002,485 shares in the last 24 months. This purchase volume represents approximately $759.90M in transactions.

Of the 243 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), Envestnet Asset Management Inc. ($887.53K), M&T Bank Corp ($541.55K), Citigroup Inc. ($299.37K), Corient Private Wealth LP ($252.25K), and Federation des caisses Desjardins du Quebec ($205.11K).

Institutional investors have sold a total of 6,180,804 shares in the last 24 months. This volume of shares sold represents approximately $589.26M in transactions.



Institutional ownership data for NASDAQ:ESGD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/1/2026. New 13F filings are added each quarter as they're published.
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