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MSFT   422.75 (-1.21%)
META   515.17 (-1.53%)
GOOGL   159.10 (-0.19%)
AMZN   187.11 (-1.03%)
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NVDA   892.76 (-1.48%)
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NIO   4.18 (-6.28%)
BABA   72.46 (-3.19%)
T   16.39 (-0.18%)
F   12.73 (-2.38%)
MU   124.64 (-2.25%)
GE   154.79 (-1.66%)
CGC   7.84 (-3.80%)
DIS   114.39 (-2.36%)
AMC   2.76 (-1.43%)
PFE   26.13 (-0.80%)
PYPL   65.81 (+0.02%)
XOM   123.46 (+1.37%)
S&P 500   5,146.07 (-1.02%)
DOW   38,110.26 (-0.91%)
QQQ   440.77 (-1.03%)
AAPL   176.80 (+1.01%)
MSFT   422.75 (-1.21%)
META   515.17 (-1.53%)
GOOGL   159.10 (-0.19%)
AMZN   187.11 (-1.03%)
TSLA   172.10 (-1.43%)
NVDA   892.76 (-1.48%)
AMD   164.39 (-3.58%)
NIO   4.18 (-6.28%)
BABA   72.46 (-3.19%)
T   16.39 (-0.18%)
F   12.73 (-2.38%)
MU   124.64 (-2.25%)
GE   154.79 (-1.66%)
CGC   7.84 (-3.80%)
DIS   114.39 (-2.36%)
AMC   2.76 (-1.43%)
PFE   26.13 (-0.80%)
PYPL   65.81 (+0.02%)
XOM   123.46 (+1.37%)
S&P 500   5,146.07 (-1.02%)
DOW   38,110.26 (-0.91%)
QQQ   440.77 (-1.03%)
AAPL   176.80 (+1.01%)
MSFT   422.75 (-1.21%)
META   515.17 (-1.53%)
GOOGL   159.10 (-0.19%)
AMZN   187.11 (-1.03%)
TSLA   172.10 (-1.43%)
NVDA   892.76 (-1.48%)
AMD   164.39 (-3.58%)
NIO   4.18 (-6.28%)
BABA   72.46 (-3.19%)
T   16.39 (-0.18%)
F   12.73 (-2.38%)
MU   124.64 (-2.25%)
GE   154.79 (-1.66%)
CGC   7.84 (-3.80%)
DIS   114.39 (-2.36%)
AMC   2.76 (-1.43%)
PFE   26.13 (-0.80%)
PYPL   65.81 (+0.02%)
XOM   123.46 (+1.37%)

iShares ESG Aware MSCI EAFE ETF (ESGD) Institutional Ownership

$77.82
-0.81 (-1.03%)
(As of 10:22 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
423
Total
Institutional Inflows
(last 12 months)
$2.65B
Number of
Institutional Sellers
(last 12 months)
278
Total
Institutional Outflows
(last 12 months)
$1.02B
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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
4/11/2024Bangor Savings Bank7,073$565K0.1%+90.3%0.007%
4/11/2024Murphy Middleton Hinkle & Parker Inc.2,576$206K0.1%N/A0.003%
4/11/2024Pioneer Wealth Management Group22,256$1.78M1.0%+3.0%0.022%
4/10/2024 Parkside Advisors LLC33,206$2.65M0.7%+2.2%0.032%
4/10/2024 Park Avenue Securities LLC38,729$3.10M0.0%-0.7%0.038%
4/10/2024 SOA Wealth Advisors LLC.76,421$6.11M1.3%-1.2%0.075%
4/10/2024 Apella Capital LLC85,291$6.78M0.3%-3.9%0.083%
4/10/2024 Shotwell Rutter Baer Inc7,122$566K1.1%-3.7%0.007%
4/9/2024 Montecito Bank & Trust25,453$2.03M0.4%-10.5%0.025%
4/9/2024 Foster Group Inc.6,017$481K0.0%+4.6%0.006%
4/9/2024 Mather Group LLC.160,232$12.10M0.2%+1.7%0.157%
4/8/2024 RVW Wealth LLC144,087$11.51M1.2%-3.5%0.141%
4/5/2024 First Hawaiian Bank9,661$772K0.0%-76.9%0.009%
4/1/2024 IMPACTfolio LLC361,631$28.90M17.5%-4.5%0.356%
4/1/2024 Appleton Partners Inc. MA5,466$437K0.0%+6.1%0.005%
3/26/2024Napatree Capital LLC4,137$313K0.3%N/A0.004%
3/22/2024PNC Financial Services Group Inc.629,563$47.56M0.0%+36.0%0.620%
3/19/2024Warren Street Wealth Advisors LLC6,158$465K0.3%+21.4%0.006%
3/15/2024Hart & Patterson Financial Group LLC63,938$4.83M2.5%N/A0.063%
3/15/2024Regis Acquisition Inc.4,140$313K0.1%N/A0.004%
3/8/2024ICA Group Wealth Management LLC400$30K0.0%N/A0.000%
3/7/2024Objective Capital Management LLC43,441$3.28M2.5%-6.9%0.043%
3/6/2024SageView Advisory Group LLC72,787$5.51M0.2%+9.3%0.072%
3/5/2024Fisher Asset Management LLC39,845$3.01M0.0%+10.5%0.039%
3/1/2024Goldman Sachs Group Inc.1,612,149$121.78M0.0%+0.6%1.588%
2/29/2024Scarborough Advisors LLC830$63K0.0%N/A0.001%
2/28/2024EP Wealth Advisors LLC383,570$28.98M0.4%+3.7%0.378%
2/23/2024Chicago Partners Investment Group LLC17,049$1.28M0.1%+7.7%0.017%
2/22/2024Scarborough Advisors LLC9,679$731K0.0%N/A0.010%
2/21/2024Garde Capital Inc.84,720$6.40M0.5%-27.1%0.083%
2/20/2024Able Wealth Management LLC403$30K0.0%N/A0.000%
2/20/2024Voisard Asset Management Group Inc.1,209$91K0.1%N/A0.001%
2/16/2024Hobbs Group Advisors LLC364$27K0.0%N/A0.000%
2/16/2024SageView Advisory Group LLC72,787$5.51M0.2%+9.3%0.072%
2/16/2024Harbour Investments Inc.23,358$1.76M0.1%-4.5%0.023%
2/16/2024Clarity Asset Management Inc.132,770$10.03M7.9%N/A0.131%
2/15/2024Arkos Global Advisors4,126$312K0.1%-28.6%0.004%
2/15/2024Mercer Global Advisors Inc. ADV800,912$60.50M0.2%+11.5%0.789%
2/15/2024Blue Edge Capital LLC43,279$3.27M0.6%+17.9%0.043%
2/15/2024Baker Avenue Asset Management LP6,580$497K0.0%+5.0%0.006%
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2/15/2024Moneta Group Investment Advisors LLC35,827$2.71M0.1%+30.9%0.035%
2/15/2024Mill Creek Capital Advisors LLC8,873$670K0.0%-12.0%0.009%
2/15/2024Mission Creek Capital Partners Inc.21,184$1.60M0.4%-1.5%0.021%
2/15/2024Modera Wealth Management LLC175,114$13.23M0.2%-1.7%0.173%
2/15/2024OLD Mission Capital LLC25,988$1.96M0.0%-48.2%0.026%
2/15/2024Forefront Analytics LLC366,798$27.71M13.7%+6.3%0.361%
2/15/2024Buckingham Strategic Partners LLC6,853$518K0.0%+31.5%0.007%
2/15/2024Buckingham Strategic Wealth LLC8,049$608K0.0%+45.1%0.008%
2/15/2024Baird Financial Group Inc.188,549$14.24M0.0%+12.7%0.186%
2/15/2024Bell Investment Advisors Inc8,393$634K0.1%+3.0%0.008%
2/15/2024Comerica Bank12,621$953K0.0%-9.1%0.012%
2/14/2024Royal Bank of Canada372,892$28.17M0.0%+0.8%0.367%
2/14/2024Pathstone Holdings LLC9,741$736K0.0%N/A0.010%
2/14/2024Pitcairn Co.45,973$3.47M0.3%-13.5%0.045%
2/14/2024Kestra Advisory Services LLC75,692$5.72M0.0%-66.6%0.075%
2/14/2024Creative Planning508,230$38.39M0.1%+6.0%0.501%
2/14/2024Tcwp LLC3,283$248K0.7%-65.4%0.003%
2/14/2024MGO One Seven LLC3,283$248K0.0%N/A0.003%
2/14/2024Cresset Asset Management LLC34,554$2.61M0.0%+5.0%0.034%
2/14/2024Sei Investments Co.510,626$38.57M0.1%+3.2%0.503%
2/14/2024Wescott Financial Advisory Group LLC6,711$507K0.1%+3.7%0.007%
2/13/2024Envestnet Asset Management Inc.1,472,406$111.23M0.0%-35.7%1.451%
2/13/2024Northern Trust Corp3,367,218$254.36M0.0%-19.8%3.317%
2/13/2024Magellan Asset Management Ltd33,793$2.55M0.0%-11.8%0.033%
2/13/2024Cetera Advisor Networks LLC46,092$3.48M0.0%-11.9%0.045%
2/13/2024Lake Street Advisors Group LLC267,205$20.19M1.4%+2.8%0.263%
2/13/2024Goldman Sachs Group Inc.1,612,149$121.78M0.0%+0.6%1.588%
2/13/2024Jones Financial Companies Lllp77,133$5.83M0.0%+3.2%0.076%
2/12/2024Partners Capital Investment Group LLP225,659$17.05M0.4%+2.3%0.222%
2/12/2024Dorsey & Whitney Trust CO LLC21,002$1.59M0.1%-2.3%0.021%
2/12/2024Mercer Investments LLC29,460$2.23M2.9%+102.4%0.029%
2/12/2024TFO Wealth Partners LLC252$19.04M0.0%+180.0%0.000%
2/12/2024Fiduciary Trust Co442,754$33.45M0.6%+5.5%0.436%
2/12/2024Focus Financial Network Inc. ADV4,400$332K0.0%N/A0.004%
2/12/2024Stifel Financial Corp100,525$7.59M0.0%-1.2%0.099%
2/12/2024Steward Partners Investment Advisory LLC140,770$10.63M0.1%+12.8%0.139%
2/12/2024Parallel Advisors LLC9,982$754K0.0%-20.7%0.010%
2/12/2024Heritage Wealth Advisors25,273$1.91M0.1%+2.8%0.025%
2/9/2024Johnson Financial Group Inc.1,119$85K0.0%-45.8%0.001%
2/9/2024Advisory Services Network LLC25,498$1.93M0.0%-9.0%0.025%
2/9/2024Orion Portfolio Solutions LLC11,632$873K0.0%-22.8%0.011%
2/9/2024Weil Company Inc.6,423$485K0.2%-8.5%0.006%
2/9/2024Avantax Planning Partners Inc.20,987$1.59M0.1%-3.1%0.021%
2/9/2024Wade Financial Advisory Inc3,940$298K0.1%+8.5%0.004%
2/9/2024SageView Advisory Group LLC72,787$5.51M0.2%+9.3%0.072%
2/9/2024US Bancorp DE798,067$60.29M0.1%+3.6%0.786%
2/9/2024Cambridge Investment Research Advisors Inc.180,776$13.66M0.1%-1.4%0.178%
2/9/2024Sand Hill Global Advisors LLC108,864$8.22M0.4%-1.2%0.107%
2/9/2024Franklin Resources Inc.143,720$10.86M0.0%+45.5%0.142%
2/9/2024Milestone Investment Advisors LLC6,688$505K0.1%+8.1%0.007%
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2/9/2024Corient Private Wealth LLC355,269$26.84M0.0%-0.2%0.350%
2/9/2024D.A. Davidson & CO.405,841$30.66M0.3%-1.3%0.400%
2/9/2024Sachetta LLC2,248$170K0.1%N/A0.002%
2/9/2024Wells Fargo & Company MN1,626,367$122.86M0.0%+3.0%1.602%
2/9/2024Coldstream Capital Management Inc.18,377$1.39M0.0%+42.0%0.018%
2/9/2024Schneider Downs Wealth Management Advisors LP14,384$1.09M0.3%+80.3%0.014%
2/9/2024UBS Group AG1,523,024$115.05M0.0%-0.8%1.501%
2/9/2024PNC Financial Services Group Inc.629,563$47.56M0.0%+36.0%0.620%
2/9/2024Laurel Wealth Planning LLC120,848$9.13M6.5%-1.9%0.119%
2/8/2024Brown Advisory Inc.2,705$204K0.0%N/A0.003%
(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, 637 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 ($778.09M), Empower Advisory Group LLC ($431.14M), JPMorgan Chase & Co. ($414.64M), Personal Capital Advisors Corp ($412.80M), TIAA Trust National Association ($375.34M), 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 588 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: Moneta Group Investment Advisors LLC ($12.86M), Empower Advisory Group LLC ($6.33M), TIAA Trust National Association ($4.97M), TIAA FSB ($4.89M), Jane Street Group LLC ($4.41M), Summit Wealth Group LLC ($2.53M), and JPMorgan Chase & Co. ($2.45M).

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

Institutional investors have bought a total of 64,204,266 shares in the last 24 months. This purchase volume represents approximately $7.83B in transactions.

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

Of the 394 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: Jane Street Group LLC ($4.19M), Bank of America Corp DE ($3.50M), Envestnet Asset Management Inc. ($3.34M), Fifth Third Bancorp ($2.83M), Parcion Private Wealth LLC ($954.71K), Northern Trust Corp ($944.68K), and UBS Group AG ($743.90K).

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

Institutional investors have sold a total of 27,911,094 shares in the last 24 months. This volume of shares sold represents approximately $3.41B in transactions.


This page (NASDAQ:ESGD) was last updated on 4/12/2024 by MarketBeat.com Staff

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