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iShares ESG Aware MSCI EAFE ETF (ESGD) Institutional Ownership

iShares ESG Aware MSCI EAFE ETF logo
$103.64 +0.65 (+0.63%)
As of 12:21 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)
507
Total
Institutional Inflows
(last 12 months)
$959.70M
Number of
Institutional Sellers
(last 12 months)
288
Total
Institutional Outflows
(last 12 months)
$834.88M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 Parallel Advisors LLC16,232$1.55M0.0%-3.9%0.015%
6/3/2026 NewEdge Advisors LLC84,951$8.12M0.0%-3.7%0.076%
5/29/2026 Asset Dedication LLC11,093$1.06M0.1%-9.9%0.010%
5/27/2026 Capasso Planning Partners LLC6,069$580K0.3%-1.6%0.005%
5/22/2026 Verus Capital Partners LLC3,886$372K0.0%+17.5%0.003%
5/20/2026 Cadia Private Client LLC4,000$382K0.3%+14.3%0.004%
5/20/2026 SOA Wealth Advisors LLC.27,923$2.67M0.3%-4.1%0.025%
5/20/2026 FinArc Investments Inc.188,524$18.03M17.3%N/A0.169%
5/19/2026 Western Wealth Management LLC11,549$1.10M0.0%-1.5%0.010%
5/19/2026 Sonoma Allocations LLC7,821$757K0.3%+17.1%0.007%
5/19/2026 Bank of America Corp DE9,421,820$900.91M0.1%-12.2%8.442%
5/18/2026 Royal Bank of Canada488,801$46.74M0.0%-7.1%0.438%
5/18/2026 Empowered Funds LLC5,470$523K0.0%+54.4%0.005%
5/16/2026 Quantinno Capital Management LP3,542$339K0.0%+13.7%0.003%
5/15/2026 Gateway Wealth Partners LLC4,991$477K0.0%N/A0.004%
5/15/2026 Bradley Foster & Sargent Inc. CT6,620$633K0.0%+2.2%0.006%
5/15/2026 Wealth Alliance LLC3,975$380K0.0%+4.4%0.004%
5/14/2026 GC Wealth Management RIA LLC34,138$3.26M0.1%-1.5%0.031%
5/14/2026 Compound Planning Inc.21,241$2.03M0.1%+44.5%0.019%
5/14/2026 Modern Wealth Management LLC46,741$4.55M0.1%-17.2%0.042%
5/14/2026 Sei Investments Co.369,066$35.29M0.0%-2.9%0.331%
5/14/2026 Lido Advisors LLC3,103$297K0.0%N/A0.003%
5/14/2026 Forefront Analytics LLC254,427$24.33M22.1%+20.5%0.228%
5/13/2026 Cetera Investment Advisers129,155$12.35M0.0%+3.1%0.116%
5/13/2026 Cambridge Associates LLC MA ADV63,109$6.03M0.1%-10.1%0.057%
5/13/2026 Alesco Advisors LLC An ESL Co123,456$11.81M0.3%-6.9%0.111%
5/13/2026 First Trust Advisors LP4,928$471K0.0%-5.0%0.004%
5/8/2026 PNC Financial Services Group Inc.947,377$90.59M0.1%+14.7%0.849%
5/8/2026 Johnson Financial Group Inc.1,703$163K0.0%-8.8%0.002%
5/8/2026 JSF Financial LLC2,423$232K0.0%-12.4%0.002%
5/7/2026 AlTi Global Inc.285,644$27.31M0.6%+2.0%0.256%
5/7/2026 Hollencrest Capital Management763$73K0.0%N/A0.001%
5/7/2026 Scarborough Advisors LLC675$65K0.0%+109.6%0.001%
5/7/2026 Parallel Advisors LLC16,232$1.55M0.0%-3.9%0.015%
5/7/2026 Planning Alternatives Ltd. ADV18,918$1.81M0.2%+7.1%0.017%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.2,520$241K0.2%+11.2%0.002%
5/6/2026 Bartlett & CO. Wealth Management LLC10,081$1.00M0.0%+377.8%0.009%
5/6/2026 Centennial Bank AR 64,800$6.20M2.2%+168.9%0.058%
5/6/2026 Cornerstone Planning Group LLC3,671$370K0.1%+78.0%0.003%
5/6/2026 Modera Wealth Management LLC148,243$14.18M0.2%-0.9%0.133%
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5/6/2026 Assetmark Inc.19,706$1.88M0.0%+1.5%0.018%
5/6/2026 Gould Asset Management LLC CA32,774$3.13M0.5%+3.1%0.029%
5/6/2026 Frisch Financial Group Inc.6,460$618K0.1%+2.4%0.006%
5/6/2026 Prosperity Consulting Group LLC5,832$558K0.0%N/A0.005%
5/5/2026 Wealthfront Advisers LLC1,208,522$115.56M0.3%-3.1%1.083%
5/5/2026 D.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%
5/5/2026 Bank of New York Mellon Corp249,821$23.89M0.0%+136.9%0.224%
5/5/2026 Sherman Asset Management Inc.4,865$465K0.4%+9.9%0.004%
5/5/2026 SouthState Bank Corp541$52K0.0%-22.4%0.000%
5/5/2026 Sanctuary Advisors LLC21,117$2.02M0.0%-16.8%0.019%
5/5/2026 1ST Source Bank11,239$1.08M0.1%+3.8%0.010%
5/4/2026 Summit Wealth Group LLC17,336$1.66M0.4%-2.5%0.016%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management281,817$26.95M0.5%-0.1%0.253%
5/4/2026 Principal Financial Group Inc.94,895$9.07M0.0%+47.6%0.085%
5/4/2026 Chicago Partners Investment Group LLC18,897$1.90M0.0%+4.3%0.017%
5/2/2026 Global Assets Advisory LLC882$84K0.0%N/A0.001%
5/2/2026 Keener Financial Planning LLC2,953$282K0.1%-9.0%0.003%
5/2/2026 ARQ Wealth Advisors LLC2,195$210K0.0%-24.1%0.002%
5/2/2026 Diversify Wealth Management LLC9,129$901K0.0%+262.5%0.008%
5/2/2026 Pittenger & Anderson Inc.10,293$984K0.0%+1.3%0.009%
5/1/2026 Kaizen Financial Strategies2,255$229K0.1%N/A0.002%
5/1/2026 Ferguson Wellman Capital Management Inc.26,813$2.56M0.0%N/A0.024%
5/1/2026 Citizens Financial Group Inc. RI62,278$5.96M0.1%-4.0%0.056%
5/1/2026 Midwest Trust Co35,345$3.38M0.0%+5.6%0.032%
5/1/2026 Fifth Third Bancorp624,015$59.67M0.1%+2.2%0.559%
5/1/2026 WealthShield Partners LLC29,252$2.80M0.3%+8.8%0.026%
5/1/2026 Sequoia Financial Advisors LLC15,494$1.48M0.0%-5.0%0.014%
5/1/2026 Mascoma Wealth Management LLC73,149$7.00M1.4%+8.1%0.066%
5/1/2026 Villere ST Denis J & Co. LLC4,000$382K0.0%-12.9%0.004%
5/1/2026 Relyea Zuckerberg Hanson LLC68,826$6.58M0.7%+0.4%0.062%
5/1/2026 Fulcrum Capital LLC4,944$473K0.1%-7.4%0.004%
5/1/2026 Manning & Napier Advisors LLC2,937$281K0.0%-10.3%0.003%
4/30/2026 Torren Management LLC27,058$2.59M1.3%-3.9%0.024%
4/30/2026 Accredited Investors Inc.63,457$6.07M0.3%-0.9%0.057%
4/30/2026 IMPACTfolio LLC420,121$40.17M17.1%+5.2%0.376%
4/30/2026 Kestra Advisory Services LLC58,510$5.60M0.0%+3.3%0.052%
4/30/2026 Your Advocates Ltd. LLP573$55K0.0%-16.7%0.001%
4/29/2026 Impact Investors Inc118,110$11.29M7.8%-1.8%0.106%
4/29/2026 Axxcess Wealth Management LLC39,060$3.74M0.1%-5.3%0.035%
4/29/2026 Orin Green Financial LLC10,251$980K0.4%+13.0%0.009%
4/29/2026 Silver Oak Wealth Advisors Services LLC34,944$3.34M2.2%+0.9%0.031%
4/29/2026 Horst & Graben Wealth Management LLC9,476$950K0.1%+2.5%0.008%
4/28/2026 Appleton Partners Inc. MA4,386$419K0.0%-6.0%0.004%
4/28/2026 Bogart Wealth LLC4,404$421K0.0%-25.2%0.004%
4/28/2026 Walkner Condon Financial Advisors LLC9,210$881K0.1%+11.2%0.008%
4/28/2026 Evolution Wealth Management Inc.799$76K0.1%N/A0.001%
4/27/2026 Syntegra Private Wealth Group LLC3,788$362K0.0%N/A0.003%
4/27/2026 HB Wealth Management LLC92,931$8.89M0.1%+3.4%0.083%
4/27/2026 PFG Investments LLC3,137$300K0.0%+45.0%0.003%
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4/27/2026 Kelman Lazarov Inc.3,920$375K0.1%-19.4%0.004%
4/27/2026 World Investment Advisors5,862$560K0.0%+2.1%0.005%
4/27/2026 Lodestar Private Asset Management LLC3,510$336K0.0%+2.9%0.003%
4/27/2026 Private Advisor Group LLC181,928$17.40M0.1%+15.7%0.163%
4/27/2026 Y Intercept Hong Kong Ltd3,307$316K0.0%N/A0.003%
4/25/2026 Keybank National Association OH243,261$23.26M0.1%-11.1%0.218%
4/25/2026 Physician Wealth Advisors Inc.3,674$351K0.0%+4.2%0.003%
4/25/2026 rebel Financial LLC25,081$2.40M1.0%-4.8%0.022%
4/25/2026 Vision Capital Management Inc.33,498$3.20M0.4%-2.3%0.030%
4/24/2026 Root Financial Partners LLC2,649$253K0.0%-50.2%0.002%


ESGD Institutional Ownership - Frequently Asked Questions

During the previous two years, 730 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 655 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 10,310,543 shares in the last 24 months. This purchase volume represents approximately $959.70M in transactions.

Of the 288 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 9,024,647 shares in the last 24 months. This volume of shares sold represents approximately $834.88M in transactions.


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This page (NASDAQ:ESGD) was last updated on 6/4/2026 by MarketBeat.com Staff.
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