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iShares ESG Aware MSCI EAFE ETF (ESGD) Institutional Ownership

iShares ESG Aware MSCI EAFE ETF logo
$88.52 -0.90 (-1.01%)
Closing price 07/11/2025 04:00 PM Eastern
Extended Trading
$88.50 -0.02 (-0.03%)
As of 07/11/2025 05:29 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 Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
402
Total
Institutional Inflows
(last 12 months)
$771.51M
Number of
Institutional Sellers
(last 12 months)
304
Total
Institutional Outflows
(last 12 months)
$417.12M
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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
7/11/2025Bond & Devick Financial Network Inc.304,592$27.18M9.0%+2.3%0.279%
7/11/2025Hilltop Wealth Advisors LLC35,427$3.16M1.8%+36.4%0.032%
7/11/2025Capital Advantage Inc.5,678$507K0.1%+6.6%0.005%
7/11/2025Farther Finance Advisors LLC7,165$639K0.0%+39.8%0.007%
7/11/2025Windsor Capital Management LLC176,072$15.71M4.6%+2.3%0.161%
7/11/2025SeaCrest Wealth Management LLC5,701$509K0.1%-15.8%0.005%
7/11/2025Diversified Trust Co28,982$2.59M0.1%+0.9%0.027%
7/11/2025Bell Bank6,199$553K0.0%-3.9%0.006%
7/11/2025Pioneer Wealth Management Group24,932$2.22M0.8%-3.0%0.023%
7/10/2025 Orgel Wealth Management LLC57,871$5.16M0.1%-42.0%0.053%
7/10/2025 Ryan Investment Management Inc.18,146$1.62M1.0%N/A0.017%
7/10/2025 Charter Oak Capital Management LLC25,596$2.28M0.2%-1.9%0.023%
7/10/2025 IMPACTfolio LLC390,322$34.83M16.5%+4.3%0.357%
7/10/2025 HF Advisory Group LLC11,773$1.05M0.4%-9.2%0.011%
7/10/2025 Sterling Investment Advisors LLC ADV3,288$293K0.1%+4.1%0.003%
7/10/2025 Baker Tilly Wealth Management LLC2,330$208K0.1%N/A0.002%
7/10/2025 Affiance Financial LLC29,485$2.63M0.5%+2.5%0.027%
7/10/2025 Wealth Enhancement Advisory Services LLC245,390$21.90M0.0%+4.0%0.225%
7/10/2025 Sharkey Howes & Javer5,759$514K0.1%N/A0.005%
7/10/2025 Brooklyn FI LLC19,411$1.73M0.4%+13.4%0.018%
7/10/2025 Shira Ridge Wealth Management128,514$11.47M5.2%+0.5%0.118%
7/10/2025 Focus Financial Network Inc.3,667$327K0.0%+8.2%0.003%
7/9/2025 Dynamic Advisor Solutions LLC26,882$2.40M0.1%-15.7%0.025%
7/9/2025 OLIO Financial Planning23,729$2.12M0.7%-2.6%0.022%
7/9/2025 Affinity Capital Advisors LLC6,233$556K0.1%+2.1%0.006%
7/9/2025 Aaron Wealth Advisors LLC5,604$500K0.1%-15.1%0.005%
7/9/2025 Alesco Advisors LLC135,637$12.10M0.3%-5.0%0.124%
7/9/2025 Parkside Advisors LLC37,245$3.32M0.7%-4.4%0.034%
7/9/2025 Baron Financial Group LLC33,161$2.96M1.7%-2.2%0.030%
7/9/2025 Veracity Capital LLC4,088$365K0.1%+5.0%0.004%
7/8/2025 Elevation Wealth Partners LLC17,048$1.52M0.6%+2.2%0.016%
7/8/2025 Richard P Slaughter Associates Inc15,523$1.39M0.3%+25.4%0.014%
7/8/2025 Canandaigua National Bank & Trust Co.39,976$3.57M0.3%-4.6%0.037%
7/8/2025 Parallel Advisors LLC18,602$1.66M0.0%-5.8%0.017%
7/7/2025 Shotwell Rutter Baer Inc6,082$543K0.4%-4.3%0.006%
7/7/2025 Centurion Wealth Management LLC2,274$203K0.1%N/A0.002%
7/3/2025 First Hawaiian Bank26,034$2.32M0.3%+32.8%0.024%
7/3/2025 Higgins & Schmidt Wealth Strategies LLC7,590$677K0.4%-3.2%0.007%
7/3/2025 Garde Capital Inc.44,565$3.98M0.2%+0.3%0.041%
6/10/2025Birchbrook Inc.18,721$1.53M0.9%+3.6%0.017%
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6/6/2025eCIO Inc.14,535$1.19M0.4%N/A0.013%
6/4/2025 First Hawaiian Bank19,608$1.60M0.1%+166.2%0.018%
6/2/2025Modern Wealth Management LLC6,229$509K0.0%N/A0.006%
5/21/2025McAdam LLC5,593$457K0.0%+15.3%0.005%
5/21/2025Acadian Asset Management LLC16,477$1.35M0.0%+59.1%0.015%
5/20/2025Acorns Advisers LLC1,456,662$119.00M1.1%-2.6%1.341%
5/20/2025Focus Partners Wealth34,517$2.82M0.0%+14.9%0.032%
5/20/2025Nepc LLC12,495$1.02M0.0%+81.7%0.012%
5/19/2025Jane Street Group LLC519,771$42.46M0.0%-16.8%0.479%
5/19/2025SageView Advisory Group LLC35,866$2.93M0.1%-37.0%0.033%
5/19/2025SCS Capital Management LLC6,135$501K0.0%N/A0.006%
5/16/2025Signature Estate & Investment Advisors LLC4,550$372K0.0%-3.1%0.004%
5/16/2025Goldman Sachs Group Inc.1,571,253$128.36M0.0%-3.3%1.447%
5/16/2025Jones Financial Companies Lllp123,179$9.67M0.0%-5.1%0.113%
5/16/2025Plancorp LLC38,399$3.14M0.1%-5.9%0.035%
5/16/2025Nepc LLC12,495$1.02M0.0%+81.7%0.012%
5/16/2025NewEdge Advisors LLC67,133$5.48M0.0%-6.3%0.062%
5/16/2025Integrated Wealth Concepts LLC22,506$1.84M0.0%-1.6%0.021%
5/16/2025AlTi Global Inc.155,653$12.72M0.3%-34.0%0.143%
5/16/2025Aprio Wealth Management LLC13,319$1.09M0.1%-1.8%0.012%
5/15/2025Federation des caisses Desjardins du Quebec278,452$22.74M0.1%-1.8%0.256%
5/15/2025EP Wealth Advisors LLC551,520$45.05M0.4%-0.4%0.508%
5/15/2025Focus Partners Advisor Solutions LLC19,824$1.62M0.0%+107.5%0.018%
5/15/2025Flputnam Investment Management Co.1,006,200$82.20M1.5%-1.8%0.927%
5/15/2025Royal Bank of Canada412,370$33.69M0.0%+0.6%0.380%
5/15/2025Baird Financial Group Inc.208,571$17.04M0.0%-5.2%0.192%
5/15/2025WPG Advisers LLC1,974$161K0.2%N/A0.002%
5/15/2025TD Capital Management LLC603$49K0.0%-17.4%0.001%
5/15/2025Mission Creek Capital Partners Inc.3,044$249K0.1%-70.5%0.003%
5/15/2025Clarity Asset Management Inc.2,680$219K0.1%-70.8%0.002%
5/14/2025Jane Street Group LLC700,271$57.21M0.0%+12.1%0.645%
5/14/2025Comerica Bank8,348$682K0.0%-32.5%0.008%
5/14/2025Ally Invest Advisors Inc.274,161$22.40M1.9%-2.1%0.252%
5/14/2025Smartleaf Asset Management LLC727$60K0.0%+1,035.9%0.001%
5/14/2025Northwestern Mutual Wealth Management Co.1,083,587$88.52M0.1%+6.7%0.998%
5/14/2025Haverford Trust Co20,432$1.67M0.0%+9.4%0.019%
5/14/2025Sax Wealth Advisors LLC13,141$1.07M0.1%-10.8%0.012%
5/14/2025Kestra Advisory Services LLC39,323$3.21M0.0%-9.9%0.036%
5/14/2025Rede Wealth LLC3,105$254K0.1%-5.5%0.003%
5/14/2025Wescott Financial Advisory Group LLC10,538$861K0.1%-21.7%0.010%
5/14/2025Compound Planning Inc.8,953$731K0.0%-23.0%0.008%
5/14/2025Gould Capital LLC1,757$144K0.1%+8.9%0.002%
5/14/2025Ameriprise Financial Inc.1,290,845$105.53M0.0%-35.7%1.189%
5/14/2025Bragg Financial Advisors Inc10,005$817K0.0%+10.7%0.009%
5/14/2025CW Advisors LLC3,075$251K0.0%N/A0.003%
5/14/2025United Asset Strategies Inc.3,799$310K0.0%+4.9%0.003%
5/14/2025Partners Capital Investment Group LLP225,418$18.41M0.3%-6.6%0.208%
5/14/2025Dorsey & Whitney Trust CO LLC33,002$2.70M0.2%+13.8%0.030%
5/14/2025Capital Analysts LLC11,342$926K0.0%-6.5%0.010%
5/14/2025CWS Financial Advisors LLC2,620$214K0.1%N/A0.002%
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5/13/2025Sand Hill Global Advisors LLC120,388$9.84M0.4%+2.8%0.111%
5/13/2025Aptus Capital Advisors LLC34,931$2.85M0.0%-2.9%0.032%
5/13/2025Northern Trust Corp5,656,013$462.04M0.1%+0.9%5.208%
5/13/2025Blue Edge Capital LLC47,909$3.91M0.6%+9.0%0.044%
5/13/2025Cascade Financial Partners LLC11,914$973K0.1%-17.3%0.011%
5/13/2025Steward Partners Investment Advisory LLC132,106$10.79M0.1%-2.7%0.122%
5/13/2025Raymond James Financial Inc.158,139$12.92M0.0%-8.7%0.146%
5/13/2025Cresset Asset Management LLC48,555$3.97M0.0%+0.6%0.045%
5/13/2025Schneider Downs Wealth Management Advisors LP12,229$999K0.2%+6.3%0.011%
5/13/2025 Waypoint Wealth Partners Inc.39,104$3.19M0.9%-3.3%0.036%
(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, 634 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 ($739.39M), JPMorgan Chase & Co. ($585.98M), Empower Advisory Group LLC ($478.56M), Northern Trust Corp ($462.04M), TIAA Trust National Association ($349.54M), TIAA FSB ($349.41M), and Morgan Stanley ($332.49M).Learn more on iShares ESG Aware MSCI EAFE ETF's institutional investors.

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

Of the 545 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: TIAA Trust National Association ($5.19M), Northern Trust Corp ($2.67M), JPMorgan Chase & Co. ($1.75M), Brooklyn FI LLC ($1.02M), FMR LLC ($942.02K), Jane Street Group LLC ($565.37K), and EP Wealth Advisors LLC ($422.33K).

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

Institutional investors have bought a total of 9,853,516 shares in the last 24 months. This purchase volume represents approximately $771.51M in transactions.

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

Of the 302 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: Ameriprise Financial Inc. ($716.46K), TIAA Trust National Association ($627.97K), Fifth Third Bancorp ($609.91K), Flputnam Investment Management Co. ($222.03K), Citizens Financial Group Inc. RI ($191.47K), Jane Street Group LLC ($146.51K), and Spinnaker Trust ($146.10K).

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

Institutional investors have sold a total of 5,188,517 shares in the last 24 months. This volume of shares sold represents approximately $417.12M in transactions.



This page (NASDAQ:ESGD) was last updated on 7/12/2025 by MarketBeat.com Staff
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