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iShares ESG Aware MSCI EM ETF (ESGE) Institutional Ownership

iShares ESG Aware MSCI EM ETF logo
$51.79 -0.45 (-0.85%)
As of 11:14 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)
72
Total
Institutional Inflows
(last 12 months)
$113.40M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$23.22M
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ESGE Institutional Buying and Selling by Quarter

iShares ESG Aware MSCI EM ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2026Union Savings Bank3,836$208K0.1%+9.8%0.003%
10/10/2026Prism Advisors Inc.17,668$947K0.2%-2.0%0.014%
10/8/2026Farther Finance Advisors LLC75,793$4.11M0.0%+11.0%0.059%
10/7/2026Canandaigua National Bank & Trust Co.26,526$1.44M0.1%N/A0.021%
10/7/2026American National Bank & Trust1,100$60K0.0%N/A0.001%
10/5/2026Ferguson Wellman Capital Management Inc.280,372$15.19M0.2%N/A0.220%
10/5/2026MassMutual Private Wealth & Trust FSB16,650$902K0.0%N/A0.013%
10/1/2026 Montecito Bank & Trust8,837$479K0.1%N/A0.007%
9/9/2026Blue Edge Capital LLC55,892$3.06M0.4%+6.0%0.044%
8/28/2026Cornerstone Financial Management LLC6,730$368K0.3%+3.2%0.005%
8/21/2026Continuum Advisory LLC6,337$347K0.0%-17.1%0.005%
8/21/2026Tsfg LLC2,200$120K0.0%N/A0.002%
8/15/2026First Bancorp Inc ME462$25K0.0%N/A0.000%
7/8/2026Ryan Investment Management Inc.7,139$390K0.2%+11.5%0.006%
7/7/2026GAMMA Investing LLC931$51K0.0%+485.5%0.001%
7/7/2026Canandaigua National Bank & Trust Co.26,652$1.46M0.1%N/A0.021%
7/7/2026Boston Standard Wealth Management LLC15,405$824K0.1%-5.2%0.012%
7/2/2026MassMutual Private Wealth & Trust FSB17,310$947K0.0%-3.4%0.013%
6/24/2026Basecamp Wealth Advisors LLC2,482$113K0.0%+9.3%0.002%
6/3/2026Parallel Advisors LLC34,621$1.57M0.0%+43.3%0.027%
5/15/2026Bradley Foster & Sargent Inc. CT7,667$349K0.0%+6.6%0.006%
5/7/2026Hollencrest Capital Management853$39K0.0%N/A0.001%
5/7/2026Parallel Advisors LLC34,621$1.57M0.0%+43.3%0.027%
5/7/2026Koss Olinger Consulting LLC61,367$2.79M0.2%+0.7%0.047%
5/7/2026Vision Retirement LLC704$32K0.0%-40.9%0.001%
5/6/2026Bartlett & CO. Wealth Management LLC8,600$391K0.0%+55.7%0.007%
5/6/2026Centennial Bank AR79,400$3.61M1.3%+96.7%0.061%
5/6/2026Cornerstone Planning Group LLC7,082$322K0.0%+6,644.8%0.005%
5/6/2026Birchwood Financial Partners Inc.37,705$1.71M1.7%-1.2%0.029%
5/5/2026Bank of New York Mellon Corp144,636$6.58M0.0%+60.4%0.111%
5/5/2026Ethos Financial Group LLC4,569$208K0.0%N/A0.004%
5/1/2026Ferguson Wellman Capital Management Inc.283,275$12.88M0.2%N/A0.217%
5/1/2026Mascoma Wealth Management LLC18,572$844K0.2%-10.4%0.014%
5/1/2026Manning & Napier Advisors LLC3,031$138K0.0%-12.8%0.002%
4/30/2026Torren Management LLC27,185$1.24M0.6%-7.2%0.021%
4/29/2026Evergreen Private Wealth LLC3,805$173K0.1%-10.4%0.003%
4/28/2026Bogart Wealth LLC5,062$230K0.0%-31.5%0.004%
4/28/2026Ascentis Independent Advisors2,817$128K0.0%-45.1%0.002%
4/28/2026NBT Bank N A NY772$35K0.0%+1,654.5%0.001%
4/24/2026Root Financial Partners LLC2,037$93K0.0%-56.8%0.002%
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4/23/2026Spinnaker Trust6,073$276K0.0%N/A0.005%
4/22/2026Princeton Global Asset Management LLC934$42K0.0%N/A0.001%
4/22/2026Janney Montgomery Scott LLC107,240$4.88M0.0%-8.8%0.082%
4/22/2026Venturi Wealth Management LLC6,304$287K0.0%+20.9%0.005%
4/21/2026Morton Brown Family Wealth LLC6,045$275K0.1%-5.8%0.005%
4/21/2026Boston Standard Wealth Management LLC16,256$747K0.1%-4.3%0.012%
4/17/2026AdvisorNet Financial Inc4,699$214K0.0%-24.9%0.004%
3/12/2026Nalls Sherbakoff Group LLC1,046$46K0.0%N/A0.001%
3/6/2026Union Savings Bank3,670$162K0.1%N/A0.003%
2/19/2026Birchwood 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%
2/18/2026NewEdge Advisors LLC83,253$3.68M0.0%+4.1%0.064%
2/18/2026Tudor Investment Corp ET AL6,413$283K0.0%N/A0.005%
2/18/2026Centennial Bank AR40,375$1.78M0.7%+19.0%0.031%
2/17/2026Advisory Services Network LLC72,876$3.22M0.0%+7.6%0.056%
2/17/2026Captrust Financial Advisors61,579$2.72M0.0%+38.8%0.047%
2/17/2026Gould Asset Management LLC CA21,084$931K0.2%-5.2%0.016%
2/16/2026Cornerstone Financial Management LLC6,939$307K0.3%N/A0.005%
2/13/2026Acorns Advisers LLC1,248,070$55.13M0.4%+1.4%0.952%
2/13/2026Gen Wealth Partners Inc4,839$214K0.0%+20.0%0.004%
2/13/2026Integrated Wealth Concepts LLC14,358$634K0.0%-60.6%0.011%
2/12/2026Rossby 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%
2/12/2026Brown Brothers Harriman & Co.11,962$528K0.0%N/A0.009%
2/11/2026Fund Evaluation Group LLC15,605$689K0.0%N/A0.012%
2/11/2026Hughes Financial Services LLC5,805$256K0.0%-4.7%0.004%
2/11/2026Janney Montgomery Scott LLC117,559$5.19M0.0%+24.5%0.090%
2/11/2026TIAA Trust National Association4,216,469$186.80M0.4%-3.5%3.216%
2/11/2026Napier Financial LLC18,693$826K0.2%N/A0.014%
2/11/2026JPMorgan Chase & Co.2,397,214$105.89M0.0%+1.4%1.829%
2/11/2026Greykasell Wealth Strategies Inc.24,455$1.08M0.4%-1.5%0.019%
2/11/2026Parallel Advisors LLC24,165$1.07M0.0%-1.4%0.018%
2/11/2026Continuum Advisory LLC6,859$303K0.0%+4.5%0.005%
2/10/2026Root Financial Partners LLC4,718$208K0.0%+53.0%0.004%
2/10/2026One Capital Management LLC42,353$1.87M0.1%+321.5%0.032%
2/10/2026JMG Financial Group Ltd.33,148$1.46M0.0%-12.8%0.025%
2/6/2026EverSource Wealth Advisors LLC9,417$416K0.0%+19.8%0.007%
2/6/2026BlueStem Wealth Partners LLC9,854$435K0.0%-15.2%0.008%
2/5/2026TD Private Client Wealth LLC7,145$316K0.0%-3.8%0.005%
2/5/2026Western Wealth Management LLC16,869$745K0.0%N/A0.013%
2/4/2026Mascoma Wealth Management LLC20,729$916K0.2%-5.6%0.016%
2/3/2026Manning & Napier Advisors LLC3,474$153K0.0%-16.6%0.003%
2/3/2026BOKF NA62,013$2.74M0.0%+12.0%0.047%
2/2/2026EQ Wealth Advisors LLC1,581$70K0.0%N/A0.001%
1/30/2026Bogart Wealth LLC7,388$326K0.0%-7.7%0.006%
1/30/2026Strategic Blueprint LLC6,089$269K0.0%+11.6%0.005%
1/30/2026Torren Management LLC29,282$1.29M0.7%N/A0.023%
1/29/2026True Link Financial Advisors LLC4,905$217K0.0%-4.8%0.004%
1/28/2026Cape ANN Savings Bank5,366$237K0.1%N/A0.004%
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1/28/2026Quent Long Short Global Small Cap Fund LP114,840$5.07M0.4%N/A0.088%
1/28/2026Evergreen Private Wealth LLC4,246$188K0.1%-17.1%0.003%
1/26/2026Whittier Trust Co.16,208$751K0.0%-2.1%0.013%
1/26/2026Private Trust Co. NA10,889$481K0.0%-16.7%0.008%
1/26/2026Nations Financial Group Inc. IA ADV5,409$239K0.0%N/A0.004%
1/23/2026Farther Finance Advisors LLC35,725$1.58M0.0%+123.1%0.028%
1/22/2026Bear Mountain Capital Inc.45,930$2.15M0.7%+0.5%0.036%
1/21/2026Flagship Harbor Advisors LLC9,622$425K0.0%+5.3%0.008%
1/20/2026eCIO Inc.16,338$722K0.3%-3.2%0.013%
1/13/2026CoreCap Advisors LLC6,385$282K0.0%+10.8%0.005%


ESGE Institutional Ownership - Frequently Asked Questions

During the previous two years, 130 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. ($15.19M), 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), Ferguson Wellman Capital Management Inc. ($563.65K), Ameriprise Financial Inc. ($352.20K), DRW Securities LLC ($292.32K), Flow Traders U.S. LLC ($225.04K), Eastern Bank ($160.63K), and Acorns Advisers LLC ($127.49K).

Institutional investors have bought a total of 2,487,357 shares in the last 24 months. This purchase volume represents approximately $113.40M 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 529,150 shares in the last 24 months. This volume of shares sold represents approximately $23.22M in transactions.


Related Companies

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 10/14/2026. New 13F filings are added each quarter as they're published.
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