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iShares ESG Aware MSCI EAFE ETF (ESGD) Institutional Ownership

iShares ESG Aware MSCI EAFE ETF logo
$86.07 -0.20 (-0.23%)
As of 11:12 AM 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)
386
Total
Institutional Inflows
(last 12 months)
$758.22M
Number of
Institutional Sellers
(last 12 months)
292
Total
Institutional Outflows
(last 12 months)
$352.22M
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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
5/14/2025Capital Analysts LLC11,342$926K0.0%-6.5%0.010%
5/14/2025CWS Financial Advisors LLC2,620$214K0.1%N/A0.002%
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%
5/13/2025Waypoint Wealth Partners Inc.39,104$3.19M0.9%-3.3%0.036%
5/13/2025Kovitz Investment Group Partners LLC12,004$981K0.0%+4.4%0.011%
5/13/2025Financial Network Wealth Advisors LLC1,204$98K0.1%N/A0.001%
5/13/2025Brooklyn FI LLC17,113$1.40M0.4%+5.1%0.016%
5/13/2025Russell Investments Group Ltd.1,309$107K0.0%-14.3%0.001%
5/13/2025Callan Family Office LLC3,809$311K0.0%-13.9%0.004%
5/13/2025HighTower Advisors LLC548,819$44.83M0.1%-1.6%0.505%
5/13/2025Peak Financial Management Inc.8,146$666K0.2%-2.5%0.008%
5/12/2025 Financial Engines Advisors L.L.C.162,987$13.31M0.0%-1.0%0.150%
5/12/2025 Paulson Wealth Management Inc.6,256$511K0.1%+5.8%0.006%
5/12/2025 SouthState Corp3,625$296K0.0%N/A0.003%
5/12/2025 Cobblestone Capital Advisors LLC NY15,557$1.27M0.1%-5.4%0.014%
5/12/2025 White Lighthouse Investment Management Inc.19,126$1.56M0.3%-4.1%0.018%
5/12/2025 Atlas Capital Advisors Inc.1,946$159K0.0%-17.2%0.002%
5/12/2025 Covestor Ltd1,524$125K0.1%-8.8%0.001%
5/12/2025 JPMorgan Chase & Co.7,173,197$585.98M0.0%+14.4%6.605%
5/12/2025 Balanced Rock Investment Advisors LLC40,307$3.29M2.6%+2.2%0.037%
5/12/2025 Townsquare Capital LLC11,637$951K0.0%+17.1%0.011%
5/12/2025 Founders Financial Alliance LLC2,750$225K0.1%+189.5%0.003%
5/12/2025 National Bank of Canada FI22,272$1.85M0.0%+5.5%0.021%
5/12/2025 AlphaCore Capital LLC6,519$533K0.0%N/A0.006%
5/12/2025 Alesco Advisors LLC142,775$11.66M0.4%-0.1%0.131%
5/9/2025 Silver Oak Advisory Group Inc.3,251$265K0.1%-13.3%0.003%
5/9/2025 Deutsche Bank AG1,194$98K0.0%-88.9%0.001%
5/9/2025 Foster Dykema Cabot & Partners LLC2,756$225K0.0%-77.1%0.003%
5/9/2025 Roof Eidam Maycock Peralta LLC118,639$9.69M2.6%-0.4%0.109%
5/9/2025 Citizens Financial Group Inc. RI115,166$9.41M0.2%-22.2%0.106%
5/9/2025 Planning Alternatives Ltd. ADV16,276$1.33M0.2%-6.9%0.015%
5/9/2025 Ritter Daniher Financial Advisory LLC DE744$61K0.0%N/A0.001%
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5/9/2025 Wealthspire Advisors LLC118,625$9.69M0.1%-0.9%0.109%
5/9/2025 Annis Gardner Whiting Capital Advisors LLC27,626$2.26M1.0%+10.1%0.025%
5/9/2025 Associated Banc Corp5,159$421K0.0%+68.4%0.005%
5/9/2025 Atria Wealth Solutions Inc.2,794$228K0.0%N/A0.003%
5/9/2025 Empower Advisory Group LLC5,858,225$478.56M1.6%-1.8%5.394%
5/9/2025 Cary Street Partners Financial LLC4,981$407K0.0%N/A0.005%
5/9/2025 Commonwealth Equity Services LLC1,016,204$83.01M0.1%+3.0%0.936%
5/9/2025 Blair William & Co. IL187,712$15.33M0.0%-0.1%0.173%
5/9/2025 Blue Sky Capital Consultants Group Inc.36,957$3.02M2.0%-1.3%0.034%
5/9/2025 PNC Financial Services Group Inc.621,606$50.78M0.0%+11.9%0.572%
5/8/2025 TIAA Trust National Association4,278,805$349.54M1.1%-4.6%3.940%
5/8/2025 Baker Avenue Asset Management LP5,273$431K0.0%-33.2%0.005%
5/8/2025 Heritage Wealth Advisors27,412$2.24M0.1%+3.9%0.025%
5/8/2025 Howland Capital Management LLC220,150$17.98M0.8%-20.3%0.203%
5/8/2025 US Bancorp DE825,203$67.41M0.4%-3.1%0.760%
5/8/2025 Elios Financial Group Inc.12,034$983K0.5%-5.6%0.011%
5/8/2025 Tarbox Family Office Inc.3,149$257K0.0%-10.7%0.003%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management290,948$23.77M0.6%-1.4%0.268%
5/8/2025 Harbour Investments Inc.23,251$1.90M0.1%+6.6%0.021%
5/8/2025 RVW Wealth LLC69,523$5.68M0.5%-42.5%0.064%
5/8/2025 NorthRock Partners LLC14,472$1.18M0.0%-11.3%0.013%
5/8/2025 Modera Wealth Management LLC156,357$12.77M0.2%-2.8%0.144%
5/8/2025 Eastern Bank245,284$20.04M0.4%+43.1%0.226%
5/8/2025 First Foundation Advisors5,672$463K0.0%-26.6%0.005%
5/7/2025 JSF Financial LLC5,721$467K0.1%+17.0%0.005%
5/7/2025 Nottingham Advisors Inc.53,536$4.37M0.6%-26.5%0.049%
5/7/2025 MJT & Associates Financial Advisory Group Inc.1,097$90K0.1%N/A0.001%
5/7/2025 Facet Wealth Inc.79,190$6.82M0.2%+92.4%0.073%
5/7/2025 Stephenson & Company Inc.3,078$251K0.2%+17.2%0.003%
5/7/2025 Portland Global Advisors LLC16,600$1.36M0.2%-11.7%0.015%
5/7/2025 LPL Financial LLC526,658$43.02M0.0%+2.0%0.485%
5/7/2025 BlueStem Wealth Partners LLC7,456$609K0.1%-5.1%0.007%
5/7/2025 HB Wealth Management LLC23,066$1.88M0.0%+11.3%0.021%
5/7/2025 Brandywine Oak Private Wealth LLC27,652$2.26M0.2%-6.0%0.025%
5/7/2025 Trilogy Capital Inc.15,509$1.27M0.1%-67.3%0.014%
5/6/2025 Assetmark Inc.645$53K0.0%-55.9%0.001%
5/6/2025 Cetera Investment Advisers61,057$4.99M0.0%-5.5%0.056%
5/6/2025 Orin Green Financial LLC9,070$732K0.3%+3.2%0.008%
5/6/2025 Kelman Lazarov Inc.4,535$370K0.1%-17.1%0.004%
5/6/2025 Morling Financial Advisors LLC4,871$398K0.1%+11.1%0.004%
5/6/2025 One Wealth Advisors LLC20,267$1.66M0.2%-1.1%0.019%
5/6/2025 AE Wealth Management LLC580$47K0.0%+249.4%0.001%
5/6/2025 Accredited Investors Inc.62,306$5.09M0.3%-4.3%0.057%
5/6/2025 Y Intercept Hong Kong Ltd2,684$219K0.0%N/A0.002%
5/6/2025 Choreo LLC27,468$2.24M0.0%-4.7%0.025%
5/6/2025 WT Wealth Management7,347$600K0.2%-8.4%0.007%
5/5/2025 Crestwood Advisors Group LLC4,410$360K0.0%-15.4%0.004%
5/5/2025 Wealth Dimensions Group Ltd.7,473$610K0.1%+1.6%0.007%
5/5/2025 WNY Asset Management LLC4,654$380K0.0%+8.1%0.004%
5/5/2025 IFP Advisors Inc6,125$500K0.0%+2.6%0.006%
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5/5/2025 1ST Source Bank10,868$888K0.1%+4.3%0.010%
5/5/2025 Auxano Advisors LLC2,472$202K0.1%N/A0.002%
5/5/2025 Private Advisor Group LLC145,439$11.88M0.1%+65.1%0.134%
5/5/2025 JMG Financial Group Ltd.32,998$2.70M0.1%-7.9%0.030%
5/2/2025 Sachetta LLC3,158$258K0.1%+43.3%0.003%
5/2/2025 Forte Capital LLC ADV9,196$751K0.1%+165.6%0.008%
5/2/2025 Kingsview Wealth Management LLC3,195$261K0.0%-13.1%0.003%
5/2/2025 Montis Financial LLC23,273$1.90M0.6%+57.1%0.021%
5/2/2025 Bailard Inc.30,039$2.45M0.1%+6.5%0.028%
5/2/2025 Concord Wealth Partners1,956$160K0.0%-45.4%0.002%
(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, 622 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 ESGD's institutional investors.

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

Of the 529 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 ($6.60M), 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), and Jane Street Group LLC ($489.68K).

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

Institutional investors have bought a total of 29,198,596 shares in the last 24 months. This purchase volume represents approximately $2.61B in transactions.

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

Of the 395 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: Envestnet Asset Management Inc. ($1.80M), Fifth Third Bancorp ($1.03M), Northern Trust Corp ($833.70K), Commonwealth Equity Services LLC ($791.85K), Citizens Financial Group Inc. RI ($643.74K), TIAA Trust National Association ($627.97K), and Jane Street Group LLC ($344.18K).

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

Institutional investors have sold a total of 10,338,492 shares in the last 24 months. This volume of shares sold represents approximately $794.00M in transactions.



This page (NASDAQ:ESGD) was last updated on 5/14/2025 by MarketBeat.com Staff
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