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iShares ESG Aware MSCI EAFE ETF (ESGD) Institutional Ownership

iShares ESG Aware MSCI EAFE ETF logo
$77.97 +0.30 (+0.39%)
(As of 11/22/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Number of
Institutional Buyers
(last 12 months)
316
Total
Institutional Inflows
(last 12 months)
$346.13M
Number of
Institutional Sellers
(last 12 months)
228
Total
Institutional Outflows
(last 12 months)
$408.83M
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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
11/20/2024 SOA Wealth Advisors LLC.73,271$6.17M1.2%-2.1%0.070%
11/19/2024 M&T Bank Corp530,507$44.65M0.1%-2.6%0.506%
11/18/2024 Coldstream Capital Management Inc.19,467$1.64M0.0%-1.0%0.019%
11/15/2024 Frisch Financial Group Inc.7,791$656K0.2%-6.6%0.007%
11/15/2024 Clarity Asset Management Inc.9,272$780K0.5%-87.6%0.009%
11/15/2024 M&T Bank Corp530,507$44.65M0.1%-2.6%0.506%
11/15/2024 MML Investors Services LLC221,483$18.64M0.1%+2.2%0.211%
11/15/2024 Dunhill Financial LLC48,134$4.05M2.1%-19.7%0.046%
11/15/2024 Orion Portfolio Solutions LLC24,255$1.89M0.0%+28.2%0.023%
11/15/2024 EP Wealth Advisors LLC515,167$43.36M0.4%+3.6%0.492%
11/15/2024 Jane Street Group LLC134,898$11.35M0.0%-23.6%0.129%
11/15/2024 Kovitz Investment Group Partners LLC17,449$1.47M0.0%+196.4%0.017%
11/15/2024 Stifel Financial Corp115,250$9.70M0.0%+3.2%0.110%
11/15/2024 SageView Advisory Group LLC56,454$4.75M0.2%-5.2%0.054%
11/15/2024 Mission Creek Capital Partners Inc.10,677$899K0.2%-6.8%0.010%
11/15/2024 Integrated Wealth Concepts LLC45,289$3.81M0.0%+59.2%0.043%
11/15/2024 HighTower Advisors LLC572,563$48.20M0.1%+0.3%0.546%
11/14/2024 Cobblestone Capital Advisors LLC NY15,831$1.33M0.1%+8.3%0.015%
11/14/2024 Acropolis Investment Management LLC11,010$927K0.1%+9.4%0.011%
11/14/2024 Captrust Financial Advisors23,366$1.97M0.0%-3.0%0.022%
11/14/2024 Rockefeller Capital Management L.P.71,861$6.05M0.0%-1.3%0.069%
11/14/2024 CWS Financial Advisors LLC2,383$201K0.1%N/A0.002%
11/14/2024 Financial Counselors Inc.11,106$935K0.0%+43.3%0.011%
11/14/2024 Fiduciary Trust Co496,377$41.78M0.6%+4.9%0.474%
11/13/2024 Townsquare Capital LLC8,827$743K0.0%N/A0.008%
11/13/2024 FMR LLC1,883,572$158.54M0.0%+23.8%1.797%
11/13/2024 D.A. Davidson & CO.405,084$34.10M0.3%-1.7%0.387%
11/13/2024 Elios Financial Group Inc.15,411$1.30M0.6%N/A0.015%
11/13/2024 Diversified LLC15,043$1.27M0.1%+7.5%0.014%
11/13/2024Fisher Asset Management LLC44,780$3.77M0.0%-9.2%0.043%
11/12/2024 Pitcairn Co.46,617$3.92M0.2%+0.6%0.044%
11/12/2024 Cerity Partners LLC53,231$4.48M0.0%-0.5%0.051%
11/12/2024 Alesco Advisors LLC142,364$11.98M0.4%+0.6%0.136%
11/12/2024 Financial Council LLC2,464$207K0.1%N/A0.002%
11/12/2024 Planning Alternatives Ltd. ADV15,902$1.34M0.2%+5.0%0.015%
11/12/2024 Citigroup Inc.59,229$4.99M0.0%-10.2%0.057%
11/12/2024 L & S Advisors Inc2,419$204K0.0%N/A0.002%
11/12/2024 Massachusetts Financial Services Co. MA11,462$965K0.0%+142.0%0.011%
11/12/2024 Integrated Investment Consultants LLC4,017$338K0.0%+3.5%0.004%
11/8/2024 Citizens Financial Group Inc. RI170,944$14.39M0.3%-25.2%0.163%
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11/8/2024 PNC Financial Services Group Inc.564,128$47.48M0.0%-16.9%0.538%
11/8/2024 Summit Wealth Group LLC17,610$1.48M0.4%+4.4%0.017%
11/8/2024 Equita Financial Network Inc.8,070$679K0.2%-17.7%0.008%
11/8/2024 Wrapmanager Inc.97,778$8.23M2.1%+2.4%0.093%
11/7/2024 MAI Capital Management6,071$511K0.0%-4.1%0.006%
11/7/2024 Phillips Financial Management LLC771$65K0.0%N/A0.001%
11/7/2024 Thrivent Financial for Lutherans392,626$33.05M0.1%+5.3%0.375%
11/6/2024 Accredited Investors Inc.67,169$5.65M0.3%+6.4%0.064%
11/6/2024 Schneider Downs Wealth Management Advisors LP10,452$880K0.2%-25.9%0.010%
11/6/2024 Coastline Trust Co11,242$946K0.1%+23.9%0.011%
11/6/2024 Signature Estate & Investment Advisors LLC4,552$383K0.0%-14.2%0.004%
11/6/2024 CIBC Asset Management Inc6,245$526K0.0%-12.9%0.006%
11/6/2024 Neumann Capital Management LLC27,075$2.28M0.8%+1.0%0.026%
11/6/2024 Metis Global Partners LLC4,236$357K0.0%-28.8%0.004%
11/5/2024 Haverford Trust Co13,463$1.13M0.0%-3.4%0.013%
11/5/2024 Empower Advisory Group LLC5,691,983$479.09M1.6%-0.4%5.431%
11/5/2024 Paulson Wealth Management Inc.5,753$484K0.1%+70.5%0.005%
11/5/2024 Mascoma Wealth Management LLC69,294$5.83M1.5%+17.2%0.066%
11/5/2024 Verus Capital Partners LLC2,713$228K0.0%+7.1%0.003%
11/5/2024 Harbour Investments Inc.21,110$1.78M0.1%-16.3%0.020%
11/5/2024 Apollon Wealth Management LLC4,715$397K0.0%+12.8%0.004%
11/4/2024 Bond & Devick Financial Network Inc.172,613$14.53M6.2%+75.1%0.165%
11/4/2024 Alaska Wealth Advisors26,889$2.26M0.3%+5.4%0.026%
11/4/2024 Catalytic Wealth RIA LLC33,477$2.82M0.5%-2.1%0.032%
11/4/2024 Mayflower Financial Advisors LLC3,970$334K0.1%-76.6%0.004%
11/4/2024 Axxcess Wealth Management LLC35,640$3M0.1%+5.8%0.034%
11/2/2024 XML Financial LLC2,863$241K0.0%-7.8%0.003%
11/1/2024 Objective Capital Management LLC37,248$3.14M1.8%N/A0.036%
11/1/2024 Assetmark Inc.687$58K0.0%N/A0.001%
10/31/2024 Wealth Architects LLC98,655$8.30M0.9%+7.4%0.094%
10/31/2024 JNBA Financial Advisors66,405$5.59M0.6%+27.6%0.063%
10/31/2024 Smart Portfolios LLC3,583$302K0.3%+5.7%0.003%
10/31/2024 Spinnaker Trust1,196,067$100.67M6.2%+0.6%1.141%
10/30/2024 RTD Financial Advisors Inc.30,603$2.58M0.3%+15.7%0.029%
10/30/2024 Umpqua Bank2,434$205K0.1%-62.2%0.002%
10/30/2024 White Lighthouse Investment Management Inc.19,442$1.64M0.3%+3.0%0.019%
10/30/2024 Long Run Wealth Advisors LLC25,391$2.14M0.5%+3.3%0.024%
10/30/2024 HF Advisory Group LLC10,287$866K0.4%+3.5%0.010%
10/30/2024 Falcon Wealth Planning6,746$568K0.1%+38.4%0.006%
10/30/2024 PDS Planning Inc8,528$718K0.1%+65.4%0.008%
10/29/2024 Centennial Bank AR18,400$1.55M0.7%+8.1%0.018%
10/29/2024 Private Wealth Management Group LLC19,595$1.65M0.7%+4.2%0.019%
10/29/2024 BSW Wealth Partners74,921$6.31M0.9%-0.8%0.071%
10/29/2024 Confluence Wealth Services Inc.2,710$228K0.0%N/A0.003%
10/29/2024 Pure Financial Advisors LLC10,000$842K0.0%+112.6%0.010%
10/29/2024 Symmetry Partners LLC7,244$610K0.1%+4.6%0.007%
10/28/2024 Shepherd Financial Partners LLC11,977$1.01M0.1%-7.1%0.011%
10/28/2024 Values Added Financial LLC19,099$1.61M1.0%+1.6%0.018%
10/28/2024 Sensible Financial Planning & Management LLC.7,027$591K0.1%N/A0.007%
10/28/2024 Laurel Wealth Planning LLC91,213$7.68M5.0%-9.0%0.087%
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10/28/2024 United Asset Strategies Inc.3,856$325K0.0%-4.7%0.004%
10/28/2024 US Bancorp DE802,274$67.53M0.1%+2.7%0.766%
10/25/2024 First Trust Direct Indexing L.P.5,223$440K0.0%N/A0.005%
10/25/2024 Lodestar Private Asset Management LLC3,400$286K0.0%+9.7%0.003%
10/25/2024 Diversify Advisory Services LLC3,447$279K0.0%+17.7%0.003%
10/25/2024 Pallas Capital Advisors LLC14,551$1.17M0.0%-9.8%0.014%
10/24/2024 Concord Wealth Partners4,055$341K0.1%-53.0%0.004%
10/24/2024 Gemmer Asset Management LLC6,071$511K0.1%-3.8%0.006%
10/24/2024 Valley National Advisers Inc.4,080$343K0.1%-23.0%0.004%
10/24/2024 Modera Wealth Management LLC161,650$13.61M0.2%-0.8%0.155%
(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, 597 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), Empower Advisory Group LLC ($479.09M), JPMorgan Chase & Co. ($414.64M), 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 523 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 29,288,673 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 15,131,248 shares in the last 24 months. This volume of shares sold represents approximately $1.58B in transactions.


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This page (NASDAQ:ESGD) was last updated on 11/23/2024 by MarketBeat.com Staff
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