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iShares ESG Aware MSCI EAFE ETF (ESGD) Institutional Ownership

iShares ESG Aware MSCI EAFE ETF logo
$107.31 0.00 (0.00%)
As of 08/21/2026 04:00 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)
453
Total
Institutional Inflows
(last 12 months)
$730.51M
Number of
Institutional Sellers
(last 12 months)
244
Total
Institutional Outflows
(last 12 months)
$558.96M
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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
8/23/2026 IMPACTfolio LLC430,343$44.24M16.7%+2.4%0.377%
8/23/2026 Wedmont Private Capital7,652$791K0.0%N/A0.007%
8/23/2026 Endeavor Private Wealth Inc.3,658$376K0.1%-9.1%0.003%
8/23/2026 HB Wealth Management LLC96,757$9.95M0.1%+4.1%0.085%
8/23/2026 Angeles Wealth Management LLC931$96K0.0%+18.8%0.001%
8/22/2026 Noble Wealth Partners LLC5,726$589K0.5%N/A0.005%
8/22/2026 Old Mission Investment Co LLC6,000$617K0.1%N/A0.005%
8/22/2026 TOP Private Wealth LLC.1,870$192K0.2%N/A0.002%
8/22/2026 Cassilly Financial Group LLC3,711$382K0.3%N/A0.003%
8/22/2026 Aureum Wealth Management LLC23,363$2.40M1.5%+14.2%0.020%
8/22/2026 NWF Advisory Services Inc.2,831$291K0.0%-3.9%0.002%
8/22/2026 Concurrent Investment Advisors LLC10,155$1.04M0.0%+30.5%0.009%
8/21/2026 Emergent Wealth Advisors LLC2,101$216K0.1%-5.2%0.002%
8/21/2026 XML Financial LLC2,943$303K0.0%+8.8%0.003%
8/20/2026 Rehmann Capital Advisory Group5,403$556K0.0%-2.6%0.005%
8/20/2026 Orgel Wealth Management LLC90,566$9.31M0.2%-0.1%0.079%
7/10/2026 Envision Financial LLC4,234$435K0.2%N/A0.004%
7/10/2026 Financial Planning Fort Collins LLC9,325$961K0.7%+1.8%0.008%
7/10/2026 JFS Wealth Advisors LLC265$27K0.0%-44.4%0.000%
7/10/2026 GenWealth Group Inc.2,201$226K0.0%N/A0.002%
7/10/2026 Farrell Financial LLC6,610$680K0.4%+1.6%0.006%
7/10/2026 Torren Management LLC26,778$2.75M1.4%-1.0%0.023%
7/10/2026 Affiance Financial LLC39,390$4.05M0.6%+5.1%0.034%
7/10/2026 A&I Financial Services LLC13,210$1.36M0.6%-2.8%0.012%
7/10/2026 Wealthcare Advisory Partners LLC12,809$1.32M0.0%+15.6%0.011%
7/9/2026 Baron Financial Group LLC30,130$3.10M1.5%-6.1%0.026%
7/9/2026 Shira Ridge Wealth Management135,088$13.89M4.8%-0.9%0.118%
7/9/2026 Focus Financial Network Inc.3,940$405K0.0%+8.8%0.003%
7/9/2026 HF Advisory Group LLC13,626$1.40M0.4%+3.4%0.012%
7/9/2026 Sax Wealth Advisors LLC9,415$900K0.0%-1.8%0.008%
7/9/2026 Windsor Capital Management LLC177,687$18.27M4.7%+1.1%0.155%
7/9/2026 Pine Haven Investment Counsel Inc40,132$4.13M2.8%+4.8%0.035%
7/9/2026 Affinity Capital Advisors LLC4,841$506K0.1%-19.3%0.004%
7/8/2026 Chesley Taft & Associates LLC4,190$431K0.0%-5.8%0.004%
7/8/2026 Ryan Investment Management Inc.17,994$1.85M0.8%+165.2%0.016%
7/8/2026 DWR Wealth Management LLC4,706$482K0.4%+2.7%0.004%
7/8/2026 RVW Wealth LLC57,446$5.91M0.4%+4.1%0.050%
7/8/2026 NerdWallet Wealth Partners LLC4,277$440K0.2%+70.0%0.004%
7/8/2026 Elmwood Wealth Management Inc.2,514$258K0.1%-11.8%0.002%
7/8/2026 Elevation Wealth Partners LLC17,841$1.83M0.5%+1.9%0.016%
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7/8/2026 Mallini Complete Financial Planning LLC1,950$201K0.1%N/A0.002%
7/8/2026 Apella Capital LLC78,962$8.14M0.1%+1.4%0.069%
7/7/2026 Pioneer Wealth Management Group29,230$3.01M0.7%+23.6%0.026%
7/7/2026 JGP Wealth Management LLC2,941$302K0.0%+4.4%0.003%
7/7/2026 Dynamic Advisor Solutions LLC11,191$1.15M0.0%-11.5%0.010%
7/7/2026 GAMMA Investing LLC1,833$188K0.0%+978.2%0.002%
7/7/2026 Avior Wealth Management LLC3,572$367K0.0%-4.4%0.003%
7/7/2026 Canandaigua National Bank & Trust Co.37,237$3.83M0.3%N/A0.033%
7/7/2026 CoreCap Advisors LLC1,808$186K0.0%+16.3%0.002%
7/7/2026 Pacific Excel Wealth Advisors Inc.4,614$474K0.2%N/A0.004%
7/7/2026 Pathway Financial Advisors LLC12,439$1.29M0.1%+56.1%0.011%
7/6/2026 Bangor Savings Bank5,532$569K0.0%+5.3%0.005%
7/6/2026 Sincerus Advisory LLC36,579$3.76M2.6%+1.8%0.032%
7/1/2026 Eastern Bank280,489$28.84M0.4%-6.1%0.251%
6/24/2026 Basecamp Wealth Advisors LLC2,813$269K0.1%+11.9%0.003%
6/18/2026 Western Wealth Management LLC11,549$1.10M0.0%-1.5%0.010%
6/16/2026 Empowered Funds LLC5,470$523K0.0%+54.4%0.005%
6/9/2026Contango Wealth Management LLC4,536$434K0.5%-8.2%0.004%
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%
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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 AR64,800$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%
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%


ESGD Institutional Ownership - Frequently Asked Questions

During the previous two years, 728 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 644 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 ($693.87K), and Envestnet Asset Management Inc. ($523.71K).

Institutional investors have bought a total of 7,719,997 shares in the last 24 months. This purchase volume represents approximately $730.51M in transactions.

Of the 244 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), Envestnet Asset Management Inc. ($626.23K), M&T Bank Corp ($541.55K), Thrivent Financial for Lutherans ($308.45K), Citigroup Inc. ($299.37K), and Federation des caisses Desjardins du Quebec ($205.11K).

Institutional investors have sold a total of 5,927,958 shares in the last 24 months. This volume of shares sold represents approximately $558.96M in transactions.


Related Companies

Institutional ownership data for NASDAQ:ESGD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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