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iShares ESG Aware MSCI EAFE ETF (ESGD) Institutional Ownership

iShares ESG Aware MSCI EAFE ETF logo
$75.84 -0.30 (-0.39%)
(As of 04:33 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Number of
Institutional Buyers
(last 12 months)
315
Total
Institutional Inflows
(last 12 months)
$328.67M
Number of
Institutional Sellers
(last 12 months)
230
Total
Institutional Outflows
(last 12 months)
$411.35M
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ESGD Institutional Buying and Selling by Quarter

iShares ESG Aware MSCI EAFE ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024JPMorgan Chase & Co.5,868,190$493.93M0.0%-0.2%5.599%
12/2/2024Capasso Planning Partners LLC8,271$696K0.2%-4.4%0.008%
11/27/2024Franklin Resources Inc.120,377$10.00M0.0%-12.2%0.115%
11/25/2024Wilmington Savings Fund Society FSB1,186$100K0.0%N/A0.001%
11/20/2024SOA Wealth Advisors LLC.73,271$6.17M1.2%-2.1%0.070%
11/19/2024M&T Bank Corp530,507$44.65M0.1%-2.6%0.506%
11/18/2024Coldstream Capital Management Inc.19,467$1.64M0.0%-1.0%0.019%
11/15/2024Frisch Financial Group Inc.7,791$656K0.2%-6.6%0.007%
11/15/2024Clarity Asset Management Inc.9,272$780K0.5%-87.6%0.009%
11/15/2024M&T Bank Corp530,507$44.65M0.1%-2.6%0.506%
11/15/2024MML Investors Services LLC221,483$18.64M0.1%+2.2%0.211%
11/15/2024Dunhill Financial LLC48,134$4.05M2.1%-19.7%0.046%
11/15/2024Orion Portfolio Solutions LLC24,255$1.89M0.0%+28.2%0.023%
11/15/2024EP Wealth Advisors LLC515,167$43.36M0.4%+3.6%0.492%
11/15/2024Jane Street Group LLC134,898$11.35M0.0%-23.6%0.129%
11/15/2024Kovitz Investment Group Partners LLC17,449$1.47M0.0%+196.4%0.017%
11/15/2024Stifel Financial Corp115,250$9.70M0.0%+3.2%0.110%
11/15/2024SageView Advisory Group LLC56,454$4.75M0.2%-5.2%0.054%
11/15/2024Mission Creek Capital Partners Inc.10,677$899K0.2%-6.8%0.010%
11/15/2024Integrated Wealth Concepts LLC45,289$3.81M0.0%+59.2%0.043%
11/15/2024HighTower Advisors LLC572,563$48.20M0.1%+0.3%0.546%
11/14/2024Cobblestone Capital Advisors LLC NY15,831$1.33M0.1%+8.3%0.015%
11/14/2024Acropolis Investment Management LLC11,010$927K0.1%+9.4%0.011%
11/14/2024Captrust Financial Advisors23,366$1.97M0.0%-3.0%0.022%
11/14/2024Rockefeller Capital Management L.P.71,861$6.05M0.0%-1.3%0.069%
11/14/2024CWS Financial Advisors LLC2,383$201K0.1%N/A0.002%
11/14/2024Financial Counselors Inc.11,106$935K0.0%+43.3%0.011%
11/14/2024Fiduciary Trust Co496,377$41.78M0.6%+4.9%0.474%
11/13/2024Townsquare Capital LLC8,827$743K0.0%N/A0.008%
11/13/2024FMR LLC1,883,572$158.54M0.0%+23.8%1.797%
11/13/2024D.A. Davidson & CO.405,084$34.10M0.3%-1.7%0.387%
11/13/2024Elios Financial Group Inc.15,411$1.30M0.6%N/A0.015%
11/13/2024Diversified LLC15,043$1.27M0.1%+7.5%0.014%
11/13/2024Fisher Asset Management LLC44,780$3.77M0.0%-9.2%0.043%
11/12/2024Pitcairn Co.46,617$3.92M0.2%+0.6%0.044%
11/12/2024Cerity Partners LLC53,231$4.48M0.0%-0.5%0.051%
11/12/2024Alesco Advisors LLC142,364$11.98M0.4%+0.6%0.136%
11/12/2024Financial Council LLC2,464$207K0.1%N/A0.002%
11/12/2024Planning Alternatives Ltd. ADV15,902$1.34M0.2%+5.0%0.015%
11/12/2024Citigroup Inc.59,229$4.99M0.0%-10.2%0.057%
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11/12/2024L & S Advisors Inc2,419$204K0.0%N/A0.002%
11/12/2024Massachusetts Financial Services Co. MA11,462$965K0.0%+142.0%0.011%
11/12/2024Integrated Investment Consultants LLC4,017$338K0.0%+3.5%0.004%
11/8/2024Citizens Financial Group Inc. RI170,944$14.39M0.3%-25.2%0.163%
11/8/2024PNC Financial Services Group Inc.564,128$47.48M0.0%-16.9%0.538%
11/8/2024Summit Wealth Group LLC17,610$1.48M0.4%+4.4%0.017%
11/8/2024Equita Financial Network Inc.8,070$679K0.2%-17.7%0.008%
11/8/2024Wrapmanager Inc.97,778$8.23M2.1%+2.4%0.093%
11/7/2024MAI Capital Management6,071$511K0.0%-4.1%0.006%
11/7/2024Phillips Financial Management LLC771$65K0.0%N/A0.001%
11/7/2024Thrivent Financial for Lutherans392,626$33.05M0.1%+5.3%0.375%
11/6/2024Accredited Investors Inc.67,169$5.65M0.3%+6.4%0.064%
11/6/2024Schneider Downs Wealth Management Advisors LP10,452$880K0.2%-25.9%0.010%
11/6/2024Coastline Trust Co11,242$946K0.1%+23.9%0.011%
11/6/2024Signature Estate & Investment Advisors LLC4,552$383K0.0%-14.2%0.004%
11/6/2024CIBC Asset Management Inc6,245$526K0.0%-12.9%0.006%
11/6/2024Neumann Capital Management LLC27,075$2.28M0.8%+1.0%0.026%
11/6/2024Metis Global Partners LLC4,236$357K0.0%-28.8%0.004%
11/5/2024Haverford Trust Co13,463$1.13M0.0%-3.4%0.013%
11/5/2024Empower Advisory Group LLC5,691,983$479.09M1.6%-0.4%5.431%
11/5/2024Paulson Wealth Management Inc.5,753$484K0.1%+70.5%0.005%
11/5/2024Mascoma Wealth Management LLC69,294$5.83M1.5%+17.2%0.066%
11/5/2024Verus Capital Partners LLC2,713$228K0.0%+7.1%0.003%
11/5/2024Harbour Investments Inc.21,110$1.78M0.1%-16.3%0.020%
11/5/2024Apollon Wealth Management LLC4,715$397K0.0%+12.8%0.004%
11/4/2024Bond & Devick Financial Network Inc.172,613$14.53M6.2%+75.1%0.165%
11/4/2024Alaska Wealth Advisors26,889$2.26M0.3%+5.4%0.026%
11/4/2024Catalytic Wealth RIA LLC33,477$2.82M0.5%-2.1%0.032%
11/4/2024Mayflower Financial Advisors LLC3,970$334K0.1%-76.6%0.004%
11/4/2024Axxcess Wealth Management LLC35,640$3M0.1%+5.8%0.034%
11/2/2024XML Financial LLC2,863$241K0.0%-7.8%0.003%
11/1/2024Objective Capital Management LLC37,248$3.14M1.8%N/A0.036%
11/1/2024Assetmark Inc.687$58K0.0%N/A0.001%
10/31/2024Wealth Architects LLC98,655$8.30M0.9%+7.4%0.094%
10/31/2024JNBA Financial Advisors66,405$5.59M0.6%+27.6%0.063%
10/31/2024Smart Portfolios LLC3,583$302K0.3%+5.7%0.003%
10/31/2024Spinnaker Trust1,196,067$100.67M6.2%+0.6%1.141%
10/30/2024RTD Financial Advisors Inc.30,603$2.58M0.3%+15.7%0.029%
10/30/2024Umpqua Bank2,434$205K0.1%-62.2%0.002%
10/30/2024White Lighthouse Investment Management Inc.19,442$1.64M0.3%+3.0%0.019%
10/30/2024Long Run Wealth Advisors LLC25,391$2.14M0.5%+3.3%0.024%
10/30/2024HF Advisory Group LLC10,287$866K0.4%+3.5%0.010%
10/30/2024Falcon Wealth Planning6,746$568K0.1%+38.4%0.006%
10/30/2024PDS Planning Inc8,528$718K0.1%+65.4%0.008%
10/29/2024Centennial Bank AR18,400$1.55M0.7%+8.1%0.018%
10/29/2024Private Wealth Management Group LLC19,595$1.65M0.7%+4.2%0.019%
10/29/2024BSW Wealth Partners74,921$6.31M0.9%-0.8%0.071%
10/29/2024Confluence Wealth Services Inc.2,710$228K0.0%N/A0.003%
10/29/2024Pure Financial Advisors LLC10,000$842K0.0%+112.6%0.010%
10/29/2024Symmetry Partners LLC7,244$610K0.1%+4.6%0.007%
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10/28/2024Shepherd Financial Partners LLC11,977$1.01M0.1%-7.1%0.011%
10/28/2024Values Added Financial LLC19,099$1.61M1.0%+1.6%0.018%
10/28/2024Sensible Financial Planning & Management LLC.7,027$591K0.1%N/A0.007%
10/28/2024Laurel Wealth Planning LLC91,213$7.68M5.0%-9.0%0.087%
10/28/2024United Asset Strategies Inc.3,856$325K0.0%-4.7%0.004%
10/28/2024US Bancorp DE802,274$67.53M0.1%+2.7%0.766%
10/25/2024First Trust Direct Indexing L.P.5,223$440K0.0%N/A0.005%
10/25/2024Lodestar Private Asset Management LLC3,400$286K0.0%+9.7%0.003%
10/25/2024Diversify Advisory Services LLC3,447$279K0.0%+17.7%0.003%
10/25/2024Pallas Capital Advisors LLC14,551$1.17M0.0%-9.8%0.014%
(Data available from 1/1/2016 forward)

ESGD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESGD shares?

During the previous two years, 598 institutional investors and hedge funds held shares of iShares ESG Aware MSCI EAFE ETF. The most heavily invested institutionals were Bank of America Corp DE ($778.09M), JPMorgan Chase & Co. ($493.93M), Empower Advisory Group LLC ($479.09M), Personal Capital Advisors Corp ($412.80M), TIAA Trust National Association ($360.78M), TIAA FSB ($349.41M), and Morgan Stanley ($332.49M).Learn more on ESGD's institutional investors.

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

Of the 524 institutional investors that purchased iShares ESG Aware MSCI EAFE ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Empower Advisory Group LLC ($6.33M), TIAA Trust National Association ($5.01M), Summit Wealth Group LLC ($2.52M), Northern Trust Corp ($1.64M), Swiss RE Ltd. ($673K), JPMorgan Chase & Co. ($595.84K), and FMR LLC ($482.17K).

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

Institutional investors have bought a total of 29,268,887 shares in the last 24 months. This purchase volume represents approximately $3.11B in transactions.

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

Of the 368 institutional investors that sold iShares ESG Aware MSCI EAFE ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($2.52M), Envestnet Asset Management Inc. ($2.18M), Fifth Third Bancorp ($2.00M), Commonwealth Equity Services LLC ($854.31K), Northern Trust Corp ($833.70K), Citizens Financial Group Inc. RI ($587.97K), and TIAA Trust National Association ($423.95K).

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

Institutional investors have sold a total of 15,160,719 shares in the last 24 months. This volume of shares sold represents approximately $1.59B in transactions.


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This page (NASDAQ:ESGD) was last updated on 1/2/2025 by MarketBeat.com Staff
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