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iShares ESG Aware MSCI EM ETF (ESGE) Institutional Ownership

iShares ESG Aware MSCI EM ETF logo
$52.70 +0.52 (+1.00%)
As of 04:00 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)
73
Total
Institutional Inflows
(last 12 months)
$109.28M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$44.88M
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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
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%
5/7/2026Hollencrest Capital Management853$39K0.0%N/A0.001%
5/7/2026 Parallel Advisors LLC34,621$1.57M0.0%+43.3%0.027%
5/7/2026Koss Olinger Consulting LLC61,367$2.79M0.2%+0.7%0.047%
5/7/2026 Vision Retirement LLC704$32K0.0%-40.9%0.001%
5/6/2026 Bartlett & CO. Wealth Management LLC8,600$391K0.0%+55.7%0.007%
5/6/2026Centennial 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%
5/5/2026Ethos 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%
2/18/2026NewEdge Advisors LLC83,253$3.68M0.0%+4.1%0.064%
2/18/2026Tudor Investment Corp ET AL6,413$283K0.0%N/A0.005%
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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%
2/17/2026 Gould 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%
2/12/2026 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%
2/12/2026Brown Brothers Harriman & Co.11,962$528K0.0%N/A0.009%
2/11/2026Fund Evaluation Group LLC15,605$689K0.0%N/A0.012%
2/11/2026 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%
2/11/2026TIAA Trust National Association4,216,469$186.80M0.4%-3.5%3.216%
2/11/2026 Napier Financial LLC18,693$826K0.2%N/A0.014%
2/11/2026JPMorgan 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%
2/11/2026 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%
2/10/2026One 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%
2/6/2026BlueStem 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%
2/3/2026BOKF 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%
1/7/2026 MassMutual Private Wealth & Trust FSB20,472$904K0.0%-1.1%0.016%
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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%
11/26/2025JPMorgan Chase & Co.2,364,311$102.66M0.0%+26.3%1.879%
11/19/2025Captrust Financial Advisors44,374$1.93M0.0%+20.0%0.035%
11/17/2025NewEdge Advisors LLC80,009$3.47M0.0%+2.1%0.064%
11/17/2025Integrated 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%
11/17/2025Community Bank N.A.7,601$330K0.0%+6.3%0.006%
11/17/2025Banco Bilbao Vizcaya Argentaria S.A.5,000$217K0.0%N/A0.004%
11/17/2025Ameriprise Financial Inc.1,494,065$65.00M0.0%-1.9%1.188%


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. ($12.88M), and Partners Capital Investment Group LLP ($11.27M).Learn more on iShares ESG Aware MSCI EM ETF's institutional investors.

Of the 110 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 2,512,920 shares in the last 24 months. This purchase volume represents approximately $109.28M in transactions.

Of the 45 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: Wealthspire Advisors LLC ($345.39K), TIAA Trust National Association ($218.03K), Flow Traders U.S. LLC ($169.63K), Ameriprise Financial Inc. ($159.12K), JPMorgan Chase & Co. ($45.89K), Baird Financial Group Inc. ($22.54K), and Integrated Wealth Concepts LLC ($22.10K).

Institutional investors have sold a total of 1,081,952 shares in the last 24 months. This volume of shares sold represents approximately $44.88M 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 7/8/2026. New 13F filings are added each quarter as they're published.
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