Go Pro

iShares ESG Aware MSCI EM ETF (ESGE) Institutional Ownership

iShares ESG Aware MSCI EM ETF logo
$53.55 -0.12 (-0.22%)
As of 08/14/2026 04:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$95.47M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$23.45M
Get ESGE Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares ESG Aware MSCI EM ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ESGE Institutional Buying and Selling by Quarter

iShares ESG Aware MSCI EM ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2026 First Bancorp Inc ME 462$25K0.0%N/A0.000%
7/8/2026 Ryan Investment Management Inc.7,139$390K0.2%+11.5%0.006%
7/7/2026 GAMMA Investing LLC931$51K0.0%+485.5%0.001%
7/7/2026 Canandaigua National Bank & Trust Co.26,652$1.46M0.1%N/A0.021%
7/7/2026 Boston Standard Wealth Management LLC15,405$824K0.1%-5.2%0.012%
7/2/2026 MassMutual Private Wealth & Trust FSB17,310$947K0.0%-3.4%0.013%
6/24/2026Basecamp Wealth Advisors LLC2,482$113K0.0%+9.3%0.002%
6/3/2026 Parallel Advisors LLC34,621$1.57M0.0%+43.3%0.027%
5/15/2026Bradley Foster & Sargent Inc. CT7,667$349K0.0%+6.6%0.006%
5/7/2026 Hollencrest Capital Management853$39K0.0%N/A0.001%
5/7/2026 Parallel Advisors LLC34,621$1.57M0.0%+43.3%0.027%
5/7/2026 Koss Olinger Consulting LLC61,367$2.79M0.2%+0.7%0.047%
5/7/2026 Vision Retirement LLC704$32K0.0%-40.9%0.001%
5/6/2026 Bartlett & CO. Wealth Management LLC8,600$391K0.0%+55.7%0.007%
5/6/2026 Centennial Bank AR79,400$3.61M1.3%+96.7%0.061%
5/6/2026 Cornerstone Planning Group LLC7,082$322K0.0%+6,644.8%0.005%
5/6/2026 Birchwood Financial Partners Inc.37,705$1.71M1.7%-1.2%0.029%
5/5/2026 Bank of New York Mellon Corp144,636$6.58M0.0%+60.4%0.111%
5/5/2026 Ethos Financial Group LLC4,569$208K0.0%N/A0.004%
5/1/2026 Ferguson Wellman Capital Management Inc.283,275$12.88M0.2%N/A0.217%
5/1/2026 Mascoma Wealth Management LLC18,572$844K0.2%-10.4%0.014%
5/1/2026Manning & Napier Advisors LLC3,031$138K0.0%-12.8%0.002%
4/30/2026 Torren Management LLC27,185$1.24M0.6%-7.2%0.021%
4/29/2026 Evergreen Private Wealth LLC3,805$173K0.1%-10.4%0.003%
4/28/2026 Bogart Wealth LLC5,062$230K0.0%-31.5%0.004%
4/28/2026 Ascentis Independent Advisors2,817$128K0.0%-45.1%0.002%
4/28/2026 NBT Bank N A NY772$35K0.0%+1,654.5%0.001%
4/24/2026 Root Financial Partners LLC2,037$93K0.0%-56.8%0.002%
4/23/2026 Spinnaker Trust6,073$276K0.0%N/A0.005%
4/22/2026 Princeton Global Asset Management LLC934$42K0.0%N/A0.001%
4/22/2026 Janney Montgomery Scott LLC107,240$4.88M0.0%-8.8%0.082%
4/22/2026 Venturi Wealth Management LLC6,304$287K0.0%+20.9%0.005%
4/21/2026 Morton Brown Family Wealth LLC6,045$275K0.1%-5.8%0.005%
4/21/2026 Boston Standard Wealth Management LLC16,256$747K0.1%-4.3%0.012%
4/17/2026 AdvisorNet Financial Inc4,699$214K0.0%-24.9%0.004%
3/12/2026Nalls Sherbakoff Group LLC1,046$46K0.0%N/A0.001%
3/6/2026 Union Savings Bank3,670$162K0.1%N/A0.003%
2/19/2026 Birchwood Financial Partners Inc.38,176$1.69M1.7%N/A0.029%
2/18/2026Vermillion & White Wealth Management Group LLC1,289$57K0.0%+21.7%0.001%
2/18/2026 NewEdge Advisors LLC83,253$3.68M0.0%+4.1%0.064%
Trump’s New Currency Reset (Ad)

Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security. The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move.tc pixel

Watch the documentary briefing and find out which side you land on
2/18/2026Tudor Investment Corp ET AL6,413$283K0.0%N/A0.005%
2/18/2026 Centennial Bank AR40,375$1.78M0.7%+19.0%0.031%
2/17/2026 Advisory Services Network LLC72,876$3.22M0.0%+7.6%0.056%
2/17/2026 Captrust Financial Advisors61,579$2.72M0.0%+38.8%0.047%
2/17/2026 Gould Asset Management LLC CA21,084$931K0.2%-5.2%0.016%
2/16/2026 Cornerstone Financial Management LLC6,939$307K0.3%N/A0.005%
2/13/2026Acorns Advisers LLC1,248,070$55.13M0.4%+1.4%0.952%
2/13/2026 Gen Wealth Partners Inc4,839$214K0.0%+20.0%0.004%
2/13/2026 Integrated Wealth Concepts LLC14,358$634K0.0%-60.6%0.011%
2/12/2026 Rossby Financial LCC2,941$130K0.0%+18.0%0.002%
2/12/2026DRW Securities LLC192,321$8.50M0.2%N/A0.147%
2/12/2026Bradley Foster & Sargent Inc. CT7,190$318K0.0%+20.6%0.005%
2/12/2026 Brown Brothers Harriman & Co.11,962$528K0.0%N/A0.009%
2/11/2026 Fund Evaluation Group LLC15,605$689K0.0%N/A0.012%
2/11/2026 Hughes Financial Services LLC5,805$256K0.0%-4.7%0.004%
2/11/2026 Janney Montgomery Scott LLC117,559$5.19M0.0%+24.5%0.090%
2/11/2026 TIAA Trust National Association4,216,469$186.80M0.4%-3.5%3.216%
2/11/2026 Napier Financial LLC18,693$826K0.2%N/A0.014%
2/11/2026 JPMorgan Chase & Co.2,397,214$105.89M0.0%+1.4%1.829%
2/11/2026 Greykasell Wealth Strategies Inc.24,455$1.08M0.4%-1.5%0.019%
2/11/2026 Parallel Advisors LLC24,165$1.07M0.0%-1.4%0.018%
2/11/2026 Continuum Advisory LLC6,859$303K0.0%+4.5%0.005%
2/10/2026 Root Financial Partners LLC4,718$208K0.0%+53.0%0.004%
2/10/2026 One Capital Management LLC42,353$1.87M0.1%+321.5%0.032%
2/10/2026 JMG Financial Group Ltd.33,148$1.46M0.0%-12.8%0.025%
2/6/2026 EverSource Wealth Advisors LLC9,417$416K0.0%+19.8%0.007%
2/6/2026 BlueStem Wealth Partners LLC9,854$435K0.0%-15.2%0.008%
2/5/2026 TD Private Client Wealth LLC7,145$316K0.0%-3.8%0.005%
2/5/2026Western Wealth Management LLC16,869$745K0.0%N/A0.013%
2/4/2026 Mascoma Wealth Management LLC20,729$916K0.2%-5.6%0.016%
2/3/2026Manning & Napier Advisors LLC3,474$153K0.0%-16.6%0.003%
2/3/2026 BOKF NA62,013$2.74M0.0%+12.0%0.047%
2/2/2026 EQ Wealth Advisors LLC1,581$70K0.0%N/A0.001%
1/30/2026 Bogart Wealth LLC7,388$326K0.0%-7.7%0.006%
1/30/2026 Strategic Blueprint LLC6,089$269K0.0%+11.6%0.005%
1/30/2026 Torren Management LLC29,282$1.29M0.7%N/A0.023%
1/29/2026 True Link Financial Advisors LLC4,905$217K0.0%-4.8%0.004%
1/28/2026 Cape ANN Savings Bank5,366$237K0.1%N/A0.004%
1/28/2026Quent Long Short Global Small Cap Fund LP114,840$5.07M0.4%N/A0.088%
1/28/2026 Evergreen Private Wealth LLC4,246$188K0.1%-17.1%0.003%
1/26/2026 Whittier Trust Co.16,208$751K0.0%-2.1%0.013%
1/26/2026 Private Trust Co. NA10,889$481K0.0%-16.7%0.008%
1/26/2026 Nations Financial Group Inc. IA ADV5,409$239K0.0%N/A0.004%
1/23/2026 Farther Finance Advisors LLC35,725$1.58M0.0%+123.1%0.028%
1/22/2026 Bear Mountain Capital Inc.45,930$2.15M0.7%+0.5%0.036%
1/21/2026 Flagship Harbor Advisors LLC9,622$425K0.0%+5.3%0.008%
1/20/2026 eCIO Inc.16,338$722K0.3%-3.2%0.013%
1/13/2026 CoreCap Advisors LLC6,385$282K0.0%+10.8%0.005%
1/12/2026 Ryan Investment Management Inc.6,403$283K0.2%-34.3%0.005%
1/9/2026 Montecito Bank & Trust8,314$367K0.1%-52.0%0.007%
Your 10X AI demo is starting… (Ad)

Keith Kaplan, the AI expert behind tools used by more than 100000 investors, built his models with an investment of 17 million dollars. He is known for predicting the 2020 market crash with striking accuracy. Today he is hosting a free live demo of his newest AI-driven trading approach, showing how he analyzes market data without guesswork or speculation.tc pixel

Register now to watch the free AI trading demo live
1/7/2026 MassMutual Private Wealth & Trust FSB20,472$904K0.0%-1.1%0.016%
1/7/2026 Boston Standard Wealth Management LLC16,979$750K0.1%-2.2%0.013%
1/5/2026 Rosenberg Matthew Hamilton1,946$86K0.0%-16.5%0.002%
11/26/2025 JPMorgan Chase & Co.2,364,311$102.66M0.0%+26.3%1.879%
11/19/2025 Captrust Financial Advisors44,374$1.93M0.0%+20.0%0.035%
11/17/2025 NewEdge Advisors LLC80,009$3.47M0.0%+2.1%0.064%
11/17/2025 Integrated Wealth Concepts LLC36,462$1.58M0.0%+9.1%0.029%
11/17/2025Flow Traders U.S. LLC158,214$6.87M0.3%-51.7%0.126%
11/17/2025 Community Bank N.A.7,601$330K0.0%+6.3%0.006%
11/17/2025 Banco Bilbao Vizcaya Argentaria S.A.5,000$217K0.0%N/A0.004%


ESGE Institutional Ownership - Frequently Asked Questions

During the previous two years, 131 institutional investors and hedge funds held shares of iShares ESG Aware MSCI EM ETF. The most heavily invested institutionals were TIAA Trust National Association ($186.80M), JPMorgan Chase & Co. ($105.89M), Ameriprise Financial Inc. ($65.00M), Acorns Advisers LLC ($55.13M), Money Design Co. Ltd. ($16.34M), Ferguson Wellman Capital Management Inc. ($12.88M), and Partners Capital Investment Group LLP ($11.27M).Learn more on iShares ESG Aware MSCI EM ETF's institutional investors.

Of the 111 institutional investors that purchased iShares ESG Aware MSCI EM ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($1.22M), Ameriprise Financial Inc. ($352.20K), DRW Securities LLC ($292.32K), Ferguson Wellman Capital Management Inc. ($283.28K), Flow Traders U.S. LLC ($225.04K), Eastern Bank ($160.63K), and Acorns Advisers LLC ($127.49K).

Institutional investors have bought a total of 2,160,386 shares in the last 24 months. This purchase volume represents approximately $95.47M in transactions.

Of the 40 institutional investors that sold iShares ESG Aware MSCI EM ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TIAA Trust National Association ($218.03K), Flow Traders U.S. LLC ($169.63K), Ameriprise Financial Inc. ($28.60K), Integrated Wealth Concepts LLC ($22.10K), Greykasell Wealth Strategies Inc. ($12.85K), Janney Montgomery Scott LLC ($10.32K), and Montecito Bank & Trust ($9.02K).

Institutional investors have sold a total of 534,913 shares in the last 24 months. This volume of shares sold represents approximately $23.45M in transactions.



Institutional ownership data for NASDAQ:ESGE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/15/2026. New 13F filings are added each quarter as they're published.
From Our Partners