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iShares ESG Aware MSCI EM ETF (ESGE) Institutional Ownership

iShares ESG Aware MSCI EM ETF logo
$39.60 +0.20 (+0.49%)
As of 07/3/2025 01:04 PM 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)
68
Total
Institutional Inflows
(last 12 months)
$79.96M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$61.05M
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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
6/6/2025eCIO Inc.8,493$297K0.1%N/A0.007%
5/20/2025Acorns Advisers LLC1,190,891$41.62M0.4%-0.5%0.928%
5/16/2025Jones Financial Companies Lllp53,724$1.88M0.0%-18.3%0.042%
5/16/2025NewEdge Advisors LLC78,700$2.75M0.0%+3.8%0.061%
5/16/2025Integrated Wealth Concepts LLC30,888$1.08M0.0%-21.1%0.024%
5/16/2025Amundi37,866$1.30M0.0%+13.7%0.030%
5/15/2025DRW Securities LLC99,998$3.50M0.1%N/A0.078%
5/15/2025Baird Financial Group Inc.99,825$3.49M0.0%-2.6%0.078%
5/15/2025OLD Mission Capital LLC19,613$685K0.0%-72.5%0.015%
5/14/2025Ameriprise Financial Inc.1,653,189$57.80M0.0%+27.1%1.289%
5/14/2025Flow Traders U.S. LLC113,638$3.97M0.2%+0.5%0.089%
5/14/2025Partners Capital Investment Group LLP322,576$11.27M0.2%-4.1%0.251%
5/13/2025Blue Edge Capital LLC45,481$1.59M0.3%+11.1%0.035%
5/12/2025SouthState Corp2,606$91K0.0%N/A0.002%
5/9/2025Greykasell Wealth Strategies Inc.38,146$1.33M0.7%+1.5%0.030%
5/8/2025TIAA Trust National Association4,876,613$170.44M0.5%-21.1%3.801%
5/8/2025Heritage Wealth Advisors39,285$1.37M0.1%+1.7%0.031%
5/7/2025MJT & Associates Financial Advisory Group Inc.1,003$35K0.0%N/A0.001%
5/7/2025Motco1,877$66K0.0%+17.5%0.001%
5/7/2025BlueStem Wealth Partners LLC10,194$356K0.0%-21.1%0.008%
5/5/2025JMG Financial Group Ltd.37,831$1.32M0.0%-10.9%0.029%
5/2/2025Bear Mountain Capital Inc.47,727$1.67M0.6%-3.2%0.037%
5/2/2025Whittier Trust Co.17,070$597K0.0%+5.8%0.013%
5/1/2025Gould Asset Management LLC CA22,079$772K0.2%-2.6%0.017%
5/1/2025Hughes Financial Services LLC6,240$219K0.0%-5.8%0.005%
5/1/2025High Note Wealth LLC238,527$8.34M2.1%-10.4%0.186%
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%
4/29/2025Centennial Bank AR 28,075$981K0.5%+1.2%0.022%
4/29/2025Bank of New York Mellon Corp70,823$2.48M0.0%-2.4%0.055%
4/29/2025Strategic Blueprint LLC6,833$239K0.0%-6.7%0.005%
4/28/2025Rosenberg Matthew Hamilton2,330$81K0.0%-33.9%0.002%
4/28/2025First Horizon Advisors Inc.4,243$148K0.0%-8.4%0.003%
4/28/2025Rossby Financial LCC2,756$96K0.0%N/A0.002%
4/28/2025Money Design Co. Ltd.447,706$15.65M0.8%+0.1%0.349%
4/24/2025Mascoma Wealth Management LLC21,505$752K0.2%-9.6%0.017%
4/23/2025Golden State Wealth Management LLC2,553$89K0.0%+134.9%0.002%
4/22/2025Cambridge Investment Research Advisors Inc.195,935$6.85M0.0%-1.9%0.153%
4/22/2025Union Savings Bank3,583$125K0.1%-15.3%0.003%
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4/21/2025Kingswood Wealth Advisors LLC10,215$358K0.0%+12.2%0.008%
4/14/2025Farther Finance Advisors LLC15,027$527K0.0%+28.4%0.012%
4/8/2025Parallel Advisors LLC25,482$891K0.0%-8.3%0.020%
4/7/2025GAMMA Investing LLC1,957$68K0.0%+27,857.1%0.002%
4/7/2025AdvisorNet Financial Inc6,623$231K0.0%+8.7%0.005%
4/4/2025Quent Capital LLC114,857$4.01M0.4%+15.3%0.090%
4/1/2025MassMutual 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%
2/10/2025Parallel 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%
2/10/2025Mascoma Wealth Management LLC23,797$795K0.2%-5.1%0.019%
2/10/2025EverSource Wealth Advisors LLC11,118$371K0.0%+6.8%0.009%
2/7/2025NBT 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%
2/4/2025Bank of New York Mellon Corp72,573$2.42M0.0%-4.7%0.057%
2/3/2025First 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%
1/31/2025Morton 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%
1/29/2025Quent Capital LLC99,573$3.33M0.3%+9.5%0.078%
1/28/2025Golden State Wealth Management LLC1,087$36K0.0%N/A0.001%
1/23/2025Strategic Blueprint LLC7,326$245K0.0%-22.5%0.006%
1/23/2025Money Design Co. Ltd.447,380$15.00M0.8%-3.1%0.351%
1/22/2025Kingswood Wealth Advisors LLC9,107$304K0.0%N/A0.007%
1/17/2025Avior Wealth Management LLC24,385$814K0.0%-18.1%0.019%
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Good News for Stocks 50-year Wall Street veteran, Marc Chaikin is stepping forward to share why history gives him 90% historical confidence that stocks will end 2025 up. However, he also has bad news: the same data also tells him the REAL market crash will likely arrive in 2026.

Click here to see the month and day he estimates it will begin
1/17/2025Janney Montgomery Scott LLC60,427$2.02M0.0%+14.9%0.047%
1/17/2025Finley Financial LLC2,420$81K0.0%N/A0.002%
1/16/2025MassMutual Private Wealth & Trust FSB23,117$772K0.0%N/A0.018%
1/15/2025Trust Co. of Vermont1,560$52K0.0%+61.8%0.001%
1/13/2025AdvisorNet Financial Inc6,094$203K0.0%-46.1%0.005%
1/13/2025Eastern Bank158,924$5.31M0.1%-1.1%0.125%
1/6/2025Canandaigua 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%
(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, 110 institutional investors and hedge funds held shares of iShares ESG Aware MSCI EM ETF. The most heavily invested institutionals were TIAA Trust National Association ($170.44M), TIAA FSB ($151.90M), JPMorgan Chase & Co. ($69.43M), Ameriprise Financial Inc. ($57.80M), Acorns Advisers LLC ($41.62M), Private Ocean LLC ($15.95M), and Money Design Co. Ltd. ($15.65M).Learn more on iShares ESG Aware MSCI EM ETF's institutional investors.

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

Of the 94 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: TIAA Trust National Association ($5.79M), Private Ocean LLC ($509.06K), Ameriprise Financial Inc. ($411.88K), JPMorgan Chase & Co. ($201.56K), Acorns Advisers LLC ($182.20K), Cambridge Trust Co. ($161.43K), and Eastern Bank ($160.63K).

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

Institutional investors have bought a total of 2,337,275 shares in the last 24 months. This purchase volume represents approximately $79.96M in transactions.

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

Of the 44 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 ($1.30M), Ameriprise Financial Inc. ($95.96K), Avior Wealth Management LLC ($66.43K), Partners Capital Investment Group LLP ($61.55K), OLD Mission Capital LLC ($51.82K), Integrated Wealth Concepts LLC ($30.87K), and High Note Wealth LLC ($27.83K).

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

Institutional investors have sold a total of 1,754,699 shares in the last 24 months. This volume of shares sold represents approximately $61.05M in transactions.



This page (NASDAQ:ESGE) was last updated on 7/6/2025 by MarketBeat.com Staff
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