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S&P 500   3,951.57
DOW   32,244.58
QQQ   305.97
5 Tech Stocks With Bank-Like Dividend Yields
The gold catalyst we’ve waited for (Ad)
First Republic Bank Hits New Low, Dimon Pushes for More Cash
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This Trade Strategy Outpaces Almost Anything (Ad)pixel
Mullen Automotive: Investment? No. Compelling Speculation, Yes 
Risk-Free Money Market vs. Bank Dividend Stock, Which is Better?
This Trade Strategy Outpaces Almost Anything (Ad)pixel
Which Gold Stocks Can Help You Hedge Bank Exposure?
General Mills Retreats To Buy Zone Ahead Of Earnings 
S&P 500   3,951.57
DOW   32,244.58
QQQ   305.97
5 Tech Stocks With Bank-Like Dividend Yields
The gold catalyst we’ve waited for (Ad)
First Republic Bank Hits New Low, Dimon Pushes for More Cash
GBTC: The One Place to Buy Bitcoin for 58 Cents on the Dollar
This Trade Strategy Outpaces Almost Anything (Ad)pixel
Mullen Automotive: Investment? No. Compelling Speculation, Yes 
Risk-Free Money Market vs. Bank Dividend Stock, Which is Better?
This Trade Strategy Outpaces Almost Anything (Ad)pixel
Which Gold Stocks Can Help You Hedge Bank Exposure?
General Mills Retreats To Buy Zone Ahead Of Earnings 
S&P 500   3,951.57
DOW   32,244.58
QQQ   305.97
5 Tech Stocks With Bank-Like Dividend Yields
The gold catalyst we’ve waited for (Ad)
First Republic Bank Hits New Low, Dimon Pushes for More Cash
GBTC: The One Place to Buy Bitcoin for 58 Cents on the Dollar
This Trade Strategy Outpaces Almost Anything (Ad)pixel
Mullen Automotive: Investment? No. Compelling Speculation, Yes 
Risk-Free Money Market vs. Bank Dividend Stock, Which is Better?
This Trade Strategy Outpaces Almost Anything (Ad)pixel
Which Gold Stocks Can Help You Hedge Bank Exposure?
General Mills Retreats To Buy Zone Ahead Of Earnings 
NASDAQ:ESGD

iShares ESG Aware MSCI EAFE ETF - ESGD Institutional Ownership

$68.54
+1.08 (+1.60%)
(As of 03/20/2023 12:00 AM ET)
Add
Compare
Today's Range
$68.08
$68.74
50-Day Range
$67.23
$72.39
52-Week Range
$54.74
$75.66
Volume
268,195 shs
Average Volume
461,800 shs
Market Capitalization
$6.90 billion
Assets Under Management
$3.27 billion
Dividend Yield
2.48%
Net Expense Ratio
0.20%

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

Number of
Institutional Buyers
(last 12 months)
420
Total
Institutional Inflows
(last 12 months)
$2.59 B
Number of
Institutional Sellers
(last 12 months)
262
Total
Institutional Outflows
(last 12 months)
$1.18 B
Skip Chart & View Institutional Buying and Selling Data

ESGD Institutional Buying and Selling by Quarter

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iShares ESG Aware MSCI EAFE ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/15/2023Milestone Investment Advisors LLC4,368$0.29M0.1%N/A0.004%
3/15/2023B. Riley Wealth Advisors Inc.3,775$0.25M0.0%N/A0.004%
3/10/2023Mather Group LLC.81,786$5.38M0.1%+13.8%0.081%
3/6/2023Rockefeller Capital Management L.P.25,640$1.68M0.0%-15.7%0.025%
3/6/2023OLD Mission Capital LLC60,175$3.96M0.1%-8.0%0.060%
3/2/2023Oliver Lagore Vanvalin Investment Group882$58K0.0%-24.7%0.001%
3/1/2023Lakewood Asset Management LLC390$26K0.0%N/A0.000%
3/1/2023DDFG Inc3,401$0.22M0.1%N/A0.003%
3/1/2023Regal Investment Advisors LLC6,033$0.40M0.0%+5.7%0.006%
2/27/2023Objective Capital Management LLC51,681$3.40M3.4%-2.0%0.051%
2/24/2023Garde Capital Inc.126,225$8.30M1.0%+13.4%0.125%
2/21/2023Macquarie Group Ltd.182,030$11.97M0.0%-57.7%0.181%
2/21/2023Northwestern Mutual Wealth Management Co.660,158$43.40M0.1%+8.0%0.656%
2/21/2023B. Riley Wealth Advisors Inc.3,775$0.25M0.0%N/A0.004%
2/17/2023Truist Financial Corp61,925$4.07M0.0%+5.1%0.061%
2/17/2023Coppell Advisory Solutions Corp.479$31K0.0%N/A0.000%
2/17/2023Ascent Group LLC3,825$0.25M0.0%-28.8%0.004%
2/16/2023Moneta Group Investment Advisors LLC1,582$0.85M0.0%-88.4%0.002%
2/16/2023Alliancebernstein L.P.28,172$1.85M0.0%-62.6%0.028%
2/16/2023Personal Capital Advisors Corp6,279,217$412.80M2.0%+2.2%6.236%
2/16/2023United Capital Financial Advisers LLC11,649$0.77M0.0%+27.4%0.012%
2/16/2023Harbour Investments Inc.4,317$0.28M0.0%-6.5%0.004%
2/16/2023Live Oak Investment Partners1,505$99K0.1%N/A0.001%
2/16/2023One Capital Management LLC23,065$1.52M0.1%+8.9%0.023%
2/16/2023Beacon Financial Planning Inc.5,171$0.34M0.4%N/A0.005%
2/15/2023Steward Partners Investment Advisory LLC88,135$5.79M0.1%+6.0%0.088%
2/15/2023CI Private Wealth LLC357,608$23.51M0.1%N/A0.355%
2/15/2023Moneta Group Investment Advisors LLC12,850,365$844.78M0.0%+94,186.9%12.761%
2/15/2023Apollon Wealth Management LLC4,592$0.30M0.0%N/A0.005%
2/15/2023Captrust Financial Advisors45,726$3.01M0.0%-20.0%0.045%
2/15/2023Bragg Financial Advisors Inc9,002$0.59M0.0%+12.1%0.009%
2/15/2023Jane Street Group LLC1,577,531$103.71M0.0%+47.8%1.567%
2/15/2023SageView Advisory Group LLC73,652$4.84M0.4%N/A0.073%
2/15/2023Patriot Investment Management Group Inc.1,651$0.12M0.0%N/A0.002%
2/15/2023PFS Investments Inc.64,205$4.22M0.1%+18.4%0.064%
2/15/2023Talisman Wealth Advisors LLC3,814$0.25M0.5%N/A0.004%
2/15/2023Cerity Partners LLC33,455$2.20M0.0%-2.8%0.033%
2/15/2023Vicus Capital22,738$1.50M0.2%-4.7%0.023%
2/15/2023Shepherd Financial Partners LLC13,912$0.92M0.2%N/A0.014%
2/15/2023Morgan Stanley4,815,671$316.58M0.0%-0.1%4.782%
2/15/2023Mariner LLC75,259$4.95M0.0%+86.2%0.075%
2/15/2023ERn Financial LLC8,382$0.55M0.1%+5.5%0.008%
2/15/2023Flow Traders U.S. LLC167,352$11M0.6%+134.6%0.166%
2/15/2023Facet Wealth Inc.29,419$2.08M0.1%N/A0.029%
2/15/2023AlphaCore Capital LLC4,713$0.31M0.1%+31.8%0.005%
2/15/2023Axxcess Wealth Management LLC33,583$2.21M0.2%+3.4%0.033%
2/14/2023Susquehanna International Group LLP97,207$6.39M0.0%-62.2%0.097%
2/14/2023Cetera Advisor Networks LLC32,344$2.13M0.0%+186.7%0.032%
2/14/2023Cetera Investment Advisers72,814$4.79M0.0%+121.2%0.072%
2/14/2023Cetera Advisors LLC8,932$0.59M0.0%+140.2%0.009%
2/14/2023Silver Oak Advisory Group Inc.3,486$0.23M0.2%N/A0.003%
2/13/2023Trustcore Financial Services LLC10,438$0.69M0.1%+19.0%0.010%
2/13/2023Prio Wealth Limited Partnership23,244$1.53M0.1%N/A0.023%
2/13/2023First Republic Investment Management Inc.154,343$10.15M0.0%+123.0%0.153%
2/13/2023Deutsche Bank AG12,047$0.79M0.0%-15.1%0.012%
2/13/2023Brown Advisory Inc.7,750$0.51M0.0%-32.0%0.008%
2/13/2023GeoWealth Management LLC1,232$80K0.0%N/A0.001%
2/13/2023Brooklyn FI LLC139$0.77M0.6%-98.8%0.000%
2/13/2023Baird Financial Group Inc.150,547$9.90M0.0%+30.9%0.150%
2/13/2023Wealthcare Advisory Partners LLC10,445$0.69M0.0%+9.5%0.010%
2/13/2023Integrated Wealth Concepts LLC28,684$1.89M0.1%+31.7%0.028%
2/13/2023Wealth Alliance5,745$0.38M0.1%-2.6%0.006%
2/13/2023Tcwp LLC8,180$0.54M0.1%-15.5%0.008%
2/13/2023Wells Fargo & Company MN885,744$58.23M0.0%-9.1%0.880%
2/13/20231ST Source Bank8,889$0.58M0.0%+72.6%0.009%
2/13/2023Heritage Wealth Management LLC10,190$0.67M0.1%+98.5%0.010%
2/13/2023Renaissance Technologies LLC8,700$0.57M0.0%N/A0.009%
2/13/2023Blue Edge Capital LLC31,038$2.04M0.5%-4.1%0.031%
2/13/2023Forte Capital LLC ADV3,231$0.21M0.0%N/A0.003%
2/13/2023Atria Wealth Solutions Inc.47,779$3.14M0.0%+31.6%0.047%
2/13/2023Frisch Financial Group Inc.30,846$2.03M0.8%+6.7%0.031%
2/13/2023REDW Wealth LLC13,913$0.92M0.3%+47.9%0.014%
2/13/2023Pitcairn Co.52,410$3.45M0.3%+21.8%0.052%
2/13/2023JPMorgan Chase & Co.5,174,517$340.17M0.0%+3.0%5.139%
2/13/2023M&T Bank Corp250,616$16.60M0.1%-44.5%0.249%
2/13/2023Armbruster Capital Management Inc.10,275$0.68M0.2%+36.5%0.010%
2/13/2023Virtus Family Office LLC11,590$0.76M1.7%-40.8%0.012%
2/13/2023Truefg LLC4,680$0.31M0.1%+3.8%0.005%
2/13/2023Destination Wealth Management3,156$0.21M0.0%N/A0.003%
2/13/2023Quadrant Capital Group LLC9,842$0.65M0.1%+20.9%0.010%
2/10/2023Bank of America Corp DE13,158,089$865.01M0.1%-1.4%13.067%
2/10/2023Creative Planning502,803$33.05M0.0%-1.7%0.499%
2/10/2023O Brien Wealth Partners LLC3,774$0.25M0.1%-91.2%0.004%
2/10/2023Wade G W & Inc.14,164$0.93M0.0%+57.1%0.014%
2/10/2023First Horizon Advisors Inc.7,237$0.48M0.0%-30.5%0.007%
2/10/2023Fingerlakes Wealth Management Inc.4,328$0.29M0.4%+3.7%0.004%
2/10/2023Sei Investments Co.459,339$30.20M0.1%+25.1%0.456%
2/10/2023Ipsen Advisor Group LLC27,402$1.80M2.1%N/A0.027%
2/10/2023New York Life Investment Management LLC12,916$0.85M0.0%-3.0%0.013%
2/10/2023Assetmark Inc.10,804$0.71M0.0%+44.8%0.011%
2/10/2023Sequoia Financial Advisors LLC6,022$0.40M0.0%-7.2%0.006%
2/10/2023New Harbor Financial Group LLC3,384$0.22M0.1%N/A0.003%
2/10/2023Rehmann Capital Advisory Group4,805$0.32M0.0%N/A0.005%
2/10/2023Franklin Resources Inc.271,955$17.88M0.0%+188.2%0.270%
2/10/2023Swiss RE Ltd.673,000$44.24M11.7%N/A0.668%
2/10/2023Coulter & Justus Financial Services LLC4,089$0.27M0.2%N/A0.004%
2/10/2023CoreCap Advisors LLC3,895$0.26M0.0%+4.2%0.004%
2/10/2023Advisor Group Holdings Inc.198,622$13.06M0.0%-52.2%0.197%
2/10/2023SVB Wealth LLC4,500$0.30M0.0%N/A0.004%
2/10/2023Financial Insights Inc.22,021$1.45M0.7%-4.7%0.022%
(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, 573 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 ($865.01M), Personal Capital Advisors Corp ($412.80M), Private Advisor Group LLC ($393.25M), JPMorgan Chase & Co. ($340.17M), TIAA FSB ($321.68M), Morgan Stanley ($316.58M), and Envestnet Asset Management Inc. ($183.07M).Learn more on ESGD's institutional investors.

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

Of the 540 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 ($12.84M), TIAA FSB ($4.89M), Jane Street Group LLC ($4.60M), Bank of America Corp DE ($4.43M), JPMorgan Chase & Co. ($3.11M), Envestnet Asset Management Inc. ($2.14M), and Goldman Sachs Group Inc. ($1.66M).

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

Institutional investors have bought a total of 64,326,831 shares in the last 24 months. This purchase volume represents approximately $4.58B in transactions.

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

Of the 297 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 ($3.28M), Fifth Third Bancorp ($2.42M), Envestnet Asset Management Inc. ($1.63M), Bank of America Corp DE ($1.17M), Parcion Private Wealth LLC ($0.95M), Flow Traders U.S. LLC ($0.82M), and UBS Group AG ($0.73M).

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

Institutional investors have sold a total of 20,294,540 shares in the last 24 months. This volume of shares sold represents approximately $1.37B in transactions.

This page (NASDAQ:ESGD) was last updated on 3/21/2023 by MarketBeat.com Staff