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iShares ESG Aware MSCI EAFE ETF (ESGD) Institutional Ownership

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$77.49
-0.29 (-0.37%)
(As of 04/25/2024 ET)
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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)
383
Total
Institutional Inflows
(last 12 months)
$2.42B
Number of
Institutional Sellers
(last 12 months)
255
Total
Institutional Outflows
(last 12 months)
$736.82M
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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
4/25/2024Aaron Wealth Advisors LLC7,727$617K0.1%+46.2%0.008%
4/25/2024Long Run Wealth Advisors LLC27,880$2.23M0.6%-1.7%0.027%
4/25/2024 Cambridge Investment Research Advisors Inc.188,404$15.06M0.1%+4.2%0.184%
4/24/2024 CENTRAL TRUST Co38,387$3.07M0.1%+3.1%0.038%
4/24/2024 4Thought Financial Group Inc.860$69K0.0%+65.7%0.001%
4/24/2024 Round Rock Advisors LLC2,648$212K0.1%-12.9%0.003%
4/24/2024 Gemmer Asset Management LLC6,464$517K0.1%+2.3%0.006%
4/24/2024 Capasso Planning Partners LLC8,714$696K0.3%-20.6%0.009%
4/23/2024 Charter Oak Capital Management LLC29,816$2.38M0.3%-0.8%0.029%
4/23/2024 BSW Wealth Partners84,688$6.77M1.1%-5.2%0.083%
4/23/2024 Global Retirement Partners LLC3,200$256K0.0%+10.3%0.003%
4/23/2024 TriaGen Wealth Management LLC25,740$2.06M0.9%-5.5%0.025%
4/23/2024 United Asset Strategies Inc.4,070$325K0.0%+12.0%0.004%
4/23/2024 Fifth Third Bancorp1,948,793$155.73M0.6%-0.3%1.907%
4/23/2024 McAdam LLC3,562$285K0.0%+10.0%0.003%
4/23/2024 Leverty Financial Group LLC4,690$375K0.2%-14.2%0.005%
4/23/2024 Regatta Capital Group LLC15,477$1.24M0.3%-6.1%0.015%
4/23/2024 Raymond James Financial Services Advisors Inc.79,431$6.35M0.0%-3.2%0.078%
4/22/2024 HF Advisory Group LLC8,084$646K0.4%+16.6%0.008%
4/22/2024 Laurel Wealth Planning LLC111,030$8.87M5.9%-8.1%0.109%
4/19/2024 RTD Financial Advisors Inc.25,833$2.06M0.3%-0.7%0.025%
4/19/2024 ZRC Wealth Management LLC14,391$1.15M0.6%+29.6%0.014%
4/19/2024 Valley National Advisers Inc.5,318$424K0.1%+5.5%0.005%
4/18/2024 SeaCrest Wealth Management LLC2,632$210K0.0%N/A0.003%
4/18/2024 Shira Ridge Wealth Management104,592$8.36M4.8%-0.2%0.102%
4/18/2024 Miracle Mile Advisors LLC16,883$1.35M0.0%-16.4%0.017%
4/18/2024 RHS Financial LLC25,904$2.07M1.2%+1.2%0.025%
4/18/2024 Omega Financial Group LLC12,439$994K0.4%+2.5%0.012%
4/17/2024 Trilogy Capital Inc.47,082$3.76M0.2%+8.5%0.046%
4/17/2024 Brooklyn FI LLC16,271$1.30M0.5%+2.2%0.016%
4/17/2024 Private Ocean LLC124,447$9.95M1.1%-8.7%0.122%
4/17/2024 Grimes & Company Inc.26,283$2.10M0.1%+14.5%0.026%
4/16/2024 Dohj LLC174,139$13.92M3.7%+3.0%0.170%
4/16/2024 Tarbox Family Office Inc.3,188$255K0.0%-4.0%0.003%
4/16/2024 Wealth Enhancement Advisory Services LLC221,105$17.67M0.0%+4.2%0.216%
4/16/2024 ERn Financial LLC8,239$658K0.1%+2.4%0.008%
4/15/2024 Orgel Wealth Management LLC74,081$5.92M0.2%+2.5%0.072%
4/15/2024 Wealthcare Advisory Partners LLC11,678$933K0.0%+1.5%0.011%
4/15/2024 Affiance Financial LLC22,935$1.83M0.5%-4.5%0.022%
4/15/2024 Revolve Wealth Partners LLC4,007$320K0.1%-20.8%0.004%
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4/15/2024 Brookstone Capital Management22,548$1.80M0.0%-4.2%0.022%
4/15/2024 CFM Wealth Partners LLC23,423$1.87M0.4%+1.5%0.023%
4/15/2024 Windsor Capital Management LLC162,041$12.95M4.0%+2.5%0.159%
4/15/2024 Kingswood Wealth Advisors LLC7,564$605K0.1%N/A0.007%
4/13/2024 Affinity Capital Advisors LLC18,636$1.49M0.3%-25.1%0.018%
4/12/2024 Dynamic Advisor Solutions LLC80,694$6.45M0.2%+5.6%0.079%
4/12/2024 CGN Advisors LLC5,026$402K0.1%+22.2%0.005%
4/12/2024 Global Assets Advisory LLC46,946$3.75M0.0%N/A0.046%
4/12/2024 AdvisorNet Financial Inc2,816$225K0.0%+9.6%0.003%
4/11/2024 Bangor Savings Bank7,073$565K0.1%+90.3%0.007%
4/11/2024 Murphy Middleton Hinkle & Parker Inc.2,576$206K0.1%N/A0.003%
4/11/2024 Pioneer 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%
3/15/2024 Hart & 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%
2/20/2024 Voisard Asset Management Group Inc.1,209$91K0.1%N/A0.001%
2/16/2024SageView Advisory Group LLC72,787$5.51M0.2%+9.3%0.072%
2/16/2024Clarity Asset Management Inc.132,770$10.03M7.9%N/A0.131%
2/15/2024Forefront Analytics LLC366,798$27.71M13.7%+6.3%0.361%
2/15/2024Bell Investment Advisors Inc8,393$634K0.1%+3.0%0.008%
2/14/2024Pitcairn Co.45,973$3.47M0.3%-13.5%0.045%
2/14/2024Creative Planning508,230$38.39M0.1%+6.0%0.501%
2/14/2024Tcwp LLC3,283$248K0.7%-65.4%0.003%
2/14/2024Sei 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%
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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%
2/13/2024Lake 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%
(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, 602 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 550 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: Empower Advisory Group LLC ($6.33M), TIAA Trust National Association ($4.97M), TIAA FSB ($4.60M), Summit Wealth Group LLC ($2.53M), JPMorgan Chase & Co. ($2.06M), Northern Trust Corp ($1.64M), and Personal Capital Advisors Corp ($1.22M).

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

Institutional investors have bought a total of 42,192,169 shares in the last 24 months. This purchase volume represents approximately $4.87B in transactions.

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

Of the 368 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: Bank of America Corp DE ($3.50M), Envestnet Asset Management Inc. ($3.34M), Fifth Third Bancorp ($2.72M), Parcion Private Wealth LLC ($954.71K), Northern Trust Corp ($944.68K), UBS Group AG ($743.90K), and Flow Traders U.S. LLC ($692.62K).

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

Institutional investors have sold a total of 20,786,672 shares in the last 24 months. This volume of shares sold represents approximately $2.47B in transactions.


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This page (NASDAQ:ESGD) was last updated on 4/25/2024 by MarketBeat.com Staff

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