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iShares ESG Aware MSCI EM ETF (ESGE) Institutional Ownership

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$35.21 +0.05 (+0.13%)
As of 10:54 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares ESG Aware MSCI EM ETF (NASDAQ:ESGE)

Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$78.14M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$15.69M
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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
4/30/2025MainStreet Investment Advisors LLC18,762$656K0.1%-19.5%0.015%
4/30/2025Rogco LP6,150$215K0.1%+16.8%0.005%
4/30/2025Valeo Financial Advisors LLC10,820$378K0.0%+9.1%0.008%
4/29/2025 Centennial Bank AR 28,075$981K0.5%+1.2%0.022%
4/29/2025 Bank of New York Mellon Corp70,823$2.48M0.0%-2.4%0.055%
4/29/2025 Strategic Blueprint LLC6,833$239K0.0%-6.7%0.005%
4/28/2025 Rosenberg Matthew Hamilton2,330$81K0.0%-33.9%0.002%
4/28/2025 First Horizon Advisors Inc.4,243$148K0.0%-8.4%0.003%
4/28/2025 Rossby Financial LCC2,756$96K0.0%N/A0.002%
4/28/2025 Money Design Co. Ltd.447,706$15.65M0.8%+0.1%0.349%
4/24/2025 Mascoma Wealth Management LLC21,505$752K0.2%-9.6%0.017%
4/23/2025 Golden State Wealth Management LLC2,553$89K0.0%+134.9%0.002%
4/22/2025 Cambridge Investment Research Advisors Inc.195,935$6.85M0.0%-1.9%0.153%
4/22/2025 Union Savings Bank3,583$125K0.1%-15.3%0.003%
4/21/2025 Kingswood Wealth Advisors LLC10,215$358K0.0%+12.2%0.008%
4/14/2025 Farther Finance Advisors LLC15,027$527K0.0%+28.4%0.012%
4/8/2025 Parallel Advisors LLC25,482$891K0.0%-8.3%0.020%
4/7/2025 GAMMA Investing LLC1,957$68K0.0%+27,857.1%0.002%
4/7/2025 AdvisorNet Financial Inc6,623$231K0.0%+8.7%0.005%
4/4/2025 Quent Capital LLC114,857$4.01M0.4%+15.3%0.090%
4/1/2025 MassMutual Private Wealth & Trust FSB20,112$703K0.0%-13.0%0.016%
2/25/2025 Garde Capital Inc.10,022$335K0.0%-49.3%0.008%
2/17/2025MainStreet Investment Advisors LLC23,317$779K0.1%N/A0.018%
2/17/2025Gen Wealth Partners Inc3,922$131K0.1%-10.2%0.003%
2/17/2025BOKF NA57,919$1.91M0.0%+1.0%0.045%
2/17/2025Captrust Financial Advisors37,600$1.26M0.0%-10.3%0.029%
2/17/2025Baird Financial Group Inc.102,526$3.42M0.0%+3.8%0.080%
2/17/2025Ameriprise Financial Inc.1,300,991$43.43M0.0%-6.9%1.020%
2/14/2025Tudor Investment Corp ET AL19,013$635K0.0%N/A0.015%
2/14/2025Integrated Wealth Concepts LLC39,161$1.31M0.0%-36.6%0.031%
2/14/2025Banco Bilbao Vizcaya Argentaria S.A.185,000$6.20M0.1%-1.9%0.145%
2/14/2025Coppell Advisory Solutions LLC1,388$47K0.0%+42.5%0.001%
2/13/2025Marshall Wace LLP6,011$201K0.0%N/A0.005%
2/13/2025Acorns Advisers LLC1,196,670$39.96M0.4%+5.5%0.938%
2/13/2025United Capital Financial Advisors LLC54,526$1.82M0.0%-1.9%0.043%
2/13/2025Blue Edge Capital LLC40,928$1.37M0.2%-2.8%0.032%
2/12/2025OLD Mission Capital LLC71,428$2.39M0.0%N/A0.056%
2/12/2025JPMorgan Chase & Co.2,079,355$69.43M0.0%+6.0%1.630%
2/11/2025TIAA Trust National Association6,177,766$206.96M0.6%+0.6%4.842%
2/11/2025Whittier Trust Co. of Nevada Inc.1,148$38K0.0%+51.5%0.001%
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2/10/2025 Parallel Advisors LLC27,801$928K0.0%+14.9%0.022%
2/10/2025Greykasell Wealth Strategies Inc.37,570$1.25M0.7%N/A0.029%
2/10/2025Hughes Financial Services LLC6,624$221K0.0%N/A0.005%
2/10/2025 Mascoma Wealth Management LLC23,797$795K0.2%-5.1%0.019%
2/10/2025EverSource Wealth Advisors LLC11,118$371K0.0%+6.8%0.009%
2/7/2025 NBT Bank N A NY946$32K0.0%-44.6%0.001%
2/6/2025Jones Financial Companies Lllp65,726$2.20M0.0%+11.7%0.052%
2/5/2025BlueStem Wealth Partners LLC12,912$431K0.1%N/A0.010%
2/5/2025WR Wealth Planners LLC3,477$116K0.0%-32.6%0.003%
2/5/2025SVB Wealth LLC13,372$446K0.0%N/A0.010%
2/4/2025 Bank of New York Mellon Corp72,573$2.42M0.0%-4.7%0.057%
2/3/2025 First Horizon Advisors Inc.4,632$155K0.0%-51.5%0.004%
2/3/2025JMG Financial Group Ltd.42,474$1.42M0.0%-0.9%0.033%
2/3/2025Bear Mountain Capital Inc.49,316$1.69M0.7%+0.7%0.039%
1/31/2025 Morton Brown Family Wealth LLC6,415$214K0.1%-8.4%0.005%
1/31/2025Partners Capital Investment Group LLP336,346$11.23M0.3%-12.4%0.264%
1/31/2025Rogco LP5,265$176K0.1%N/A0.004%
1/30/2025Bogart Wealth LLC8,710$291K0.0%-14.0%0.007%
1/29/2025 Quent Capital LLC99,573$3.33M0.3%+9.5%0.078%
1/28/2025 Golden State Wealth Management LLC1,087$36K0.0%N/A0.001%
1/23/2025 Strategic Blueprint LLC7,326$245K0.0%-22.5%0.006%
1/23/2025 Money Design Co. Ltd.447,380$15.00M0.8%-3.1%0.351%
1/22/2025 Kingswood Wealth Advisors LLC9,107$304K0.0%N/A0.007%
1/17/2025 Avior Wealth Management LLC24,385$814K0.0%-18.1%0.019%
1/17/2025 Janney Montgomery Scott LLC60,427$2.02M0.0%+14.9%0.047%
1/17/2025Finley Financial LLC2,420$81K0.0%N/A0.002%
1/16/2025 MassMutual Private Wealth & Trust FSB23,117$772K0.0%N/A0.018%
1/15/2025 Trust Co. of Vermont1,560$52K0.0%+61.8%0.001%
1/13/2025 AdvisorNet Financial Inc6,094$203K0.0%-46.1%0.005%
1/13/2025Eastern Bank158,924$5.31M0.1%-1.1%0.125%
1/6/2025 Canandaigua National Bank & Trust Co.30,133$1.01M0.1%-3.1%0.024%
12/26/2024JPMorgan Chase & Co.1,961,054$71.40M0.0%+4.4%1.542%
12/3/2024 Garde Capital Inc.19,756$719K0.0%-3.8%0.016%
11/25/2024Wilmington Savings Fund Society FSB1,824$66K0.0%N/A0.001%
11/15/2024Integrated Wealth Concepts LLC61,756$2.25M0.0%+19.6%0.049%
11/14/2024Flow Traders U.S. LLC10,294$375K0.0%N/A0.008%
11/14/2024Captrust Financial Advisors41,896$1.53M0.0%+2.8%0.033%
11/13/2024BNP Paribas Financial Markets4,688$171K0.0%+175.8%0.004%
11/8/2024 First Horizon Advisors Inc.9,557$348K0.0%+3.7%0.008%
11/8/2024 Avior Wealth Management LLC29,786$1.09M0.0%-67.2%0.023%
11/5/2024Haverford Trust Co32,829$1.20M0.0%+1.0%0.026%
11/5/2024 Mascoma Wealth Management LLC25,066$913K0.2%+28.5%0.020%
10/31/2024 Spinnaker Trust9,843$358K0.0%+5.4%0.008%
10/29/2024 Centennial Bank AR27,900$1.02M0.5%+5.1%0.022%
10/29/2024Bear Mountain Capital Inc.48,958$1.76M0.7%+1.7%0.038%
10/29/2024 Janney Montgomery Scott LLC52,586$1.92M0.0%-1.3%0.041%
10/28/2024 Creative Financial Designs Inc. ADV2,150$78K0.0%+37.9%0.002%
10/25/2024 Highline Wealth Partners LLC756$28K0.0%N/A0.001%
10/25/2024 Strategic Blueprint LLC9,450$344K0.0%-10.6%0.007%
10/23/2024Bogart Wealth LLC10,132$369K0.0%+15.1%0.008%
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10/22/2024Eastern Bank160,626$5.85M0.1%N/A0.126%
10/18/2024 ST Germain D J Co. Inc.40,617$1.48M0.1%-2.5%0.032%
10/9/2024 Money Design Co. Ltd.461,900$16.82M0.8%+1.6%0.363%
10/8/2024Sugarloaf Wealth Management LLC2,319$84K0.0%+44.0%0.002%
10/5/2024 Quent Capital LLC90,915$3.31M0.3%+4.0%0.071%
10/3/2024 Canandaigua National Bank & Trust Co.31,098$1.13M0.1%N/A0.024%
8/16/2024 Sunbelt Securities Inc.1,499$50K0.0%-19.4%0.001%
8/14/2024EverSource Wealth Advisors LLC10,251$347K0.0%+266.6%0.008%
8/9/2024One Capital Management LLC6,053$203K0.0%N/A0.005%
8/8/2024 Parallel Advisors LLC27,152$910K0.0%+4.1%0.021%
(Data available from 1/1/2016 forward)

ESGE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESGE shares?

During the previous two years, 113 institutional investors and hedge funds held shares of iShares ESG Aware MSCI EM ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($1.56B), TIAA Trust National Association ($206.96M), TIAA FSB ($151.90M), JPMorgan Chase & Co. ($69.43M), Ameriprise Financial Inc. ($43.43M), Ellevest Inc. ($42.18M), and Acorns Advisers LLC ($39.96M).Learn more on ESGE's institutional investors.

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

Of the 98 institutional investors that purchased iShares ESG Aware MSCI EM ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($5.79M), Private Ocean LLC ($509.06K), Acorns Advisers LLC ($247.40K), JPMorgan Chase & Co. ($201.56K), Cambridge Trust Co. ($161.43K), Eastern Bank ($160.63K), and Icon Wealth Partners LLC ($153.54K).

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

Institutional investors have bought a total of 8,579,920 shares in the last 24 months. This purchase volume represents approximately $282.37M in transactions.

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

Of the 61 institutional investors that sold iShares ESG Aware MSCI EM ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Private Ocean LLC ($582.41K), OLD Mission Capital LLC ($113.13K), Integrated Wealth Concepts LLC ($105.47K), Ameriprise Financial Inc. ($95.96K), Quent Capital LLC ($86.52K), Tompkins Financial Corp ($83.35K), and Avior Wealth Management LLC ($66.43K).

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

Institutional investors have sold a total of 1,664,383 shares in the last 24 months. This volume of shares sold represents approximately $57.76M in transactions.



This page (NASDAQ:ESGE) was last updated on 5/1/2025 by MarketBeat.com Staff
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