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iShares ESG Aware MSCI EAFE ETF (ESGD) Institutional Ownership

iShares ESG Aware MSCI EAFE ETF logo
$79.58
-0.09 (-0.11%)
(As of 11/4/2024 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)
339
Total
Institutional Inflows
(last 12 months)
$395.25M
Number of
Institutional Sellers
(last 12 months)
234
Total
Institutional Outflows
(last 12 months)
$452.72M
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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
11/4/2024Bond & 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%
11/2/2024 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%
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%
10/24/2024 Wealth Enhancement Advisory Services LLC212,348$17.87M0.0%-5.0%0.203%
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10/23/2024 Allworth Financial LP826$70K0.0%-13.7%0.001%
10/23/2024 CWC Advisors LLC.4,071$343K0.3%N/A0.004%
10/23/2024 Elwood & Goetz Wealth Advisory Group LLC15,124$1.27M0.3%+2.0%0.014%
10/23/2024 O Brien Wealth Partners LLC3,676$309K0.1%-4.1%0.004%
10/23/2024 BayBridge Capital Group LLC2,382$201K0.1%N/A0.002%
10/23/2024 Lake Street Advisors Group LLC221,587$18.65M0.9%-10.5%0.212%
10/23/2024 Bogart Wealth LLC8,695$732K0.0%+18.7%0.008%
10/23/2024 Grimes & Company Inc.27,794$2.34M0.1%+1.8%0.027%
10/23/2024 CENTRAL TRUST Co44,892$3.78M0.1%+17.3%0.043%
10/23/2024 JMG Financial Group Ltd.35,845$3.02M0.1%+0.5%0.034%
10/23/2024 Brighton Jones LLC9,092$765K0.0%-7.2%0.009%
10/22/2024 McAdam LLC4,047$341K0.0%+7.6%0.004%
10/22/2024 Litman Gregory Wealth Management LLC90,805$7.64M0.6%+1.5%0.087%
10/22/2024 Private Advisor Group LLC86,760$7.30M0.0%-4.8%0.083%
10/22/2024 Financial Insights Inc.7,667$645K0.2%-42.1%0.007%
10/22/2024 WT Wealth Management7,683$633K0.2%+2.0%0.007%
10/22/2024 Eastern Bank175,465$14.77M0.3%-0.5%0.168%
10/22/2024 Signaturefd LLC2,839$239K0.0%+21.1%0.003%
10/21/2024 Vicus Capital23,533$1.98M0.2%+3.4%0.023%
10/21/2024 Roof Eidam Maycock Peralta LLC115,014$9.68M2.5%+0.5%0.110%
10/21/2024 Venture Visionary Partners LLC4,110$346K0.0%-14.1%0.004%
10/21/2024 Stewardship Advisors LLC2,749$231K0.1%N/A0.003%
10/21/2024 Trilogy Capital Inc.48,281$4.06M0.2%+3.4%0.046%
10/19/2024Keener Financial Planning LLC760$63K0.0%-63.8%0.001%
10/19/2024McClarren Financial Advisors Inc.1,251$105K0.1%+430.1%0.001%
10/19/2024Rede Wealth LLC2,840$239K0.1%-17.2%0.003%
10/19/2024Werba Rubin Papier Wealth Management13,473$1.13M0.3%-6.1%0.013%
10/18/2024Warren Street Wealth Advisors LLC7,615$641K0.3%+23.3%0.007%
10/18/2024Baron Financial Group LLC34,648$2.92M1.8%-2.0%0.033%
10/18/2024Integris Wealth Management LLC42,996$3.62M1.0%+0.4%0.041%
10/18/2024Raymond James & Associates30,387$2.56M0.0%-2.5%0.029%
10/18/2024Commonwealth Equity Services LLC958,500$80.68M0.1%-9.6%0.918%
10/18/2024D. Scott Neal Inc.3,368$283K0.1%-3.9%0.003%
10/17/2024Sax Wealth Advisors LLC19,003$1.60M0.1%+1.0%0.018%
10/17/2024Onyx Bridge Wealth Group LLC5,632$474K0.1%-8.1%0.005%
10/16/2024 One Wealth Advisors LLC19,570$1.65M0.3%+2.6%0.019%
10/16/2024 Nottingham Advisors Inc.79,285$6.67M0.7%-1.8%0.076%
10/16/2024 Halbert Hargrove Global Advisors LLC22,605$1.90M0.1%-1.2%0.022%
10/16/2024 Physician Wealth Advisors Inc.4,044$330K0.1%+3.7%0.004%
10/16/2024 Vontobel Holding Ltd.7,927$667K0.0%+6.7%0.008%
10/16/2024 McKinley Carter Wealth Services Inc.38,873$3.27M0.2%+0.7%0.037%
10/16/2024 SeaCrest Wealth Management LLC7,066$595K0.1%-12.2%0.007%
10/16/2024 Asset Dedication LLC13,832$1.16M0.1%-5.2%0.013%
10/16/2024 CFM Wealth Partners LLC23,423$1.87M0.4%+1.1%0.022%
10/16/2024 ERn Financial LLC9,542$803K0.1%+12.5%0.009%
10/15/2024 Regatta Capital Group LLC12,437$1.05M0.2%-11.7%0.012%
10/15/2024 HTLF Bank9,293$782K0.1%+16.1%0.009%
10/15/2024 Peak Financial Management Inc.9,137$769K0.2%-8.0%0.009%
10/15/2024 SWS Partners2,814$237K0.1%+9.2%0.003%
10/15/2024 Cliftonlarsonallen Wealth Advisors LLC40,606$3.42M0.1%-14.1%0.039%
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10/11/2024 Creative Planning514,188$43.28M0.0%-0.7%0.493%
10/10/2024 Shira Ridge Wealth Management109,457$9.21M4.7%+3.2%0.105%
10/10/2024 Concourse Financial Group Securities Inc.699$59K0.0%-69.7%0.001%
10/10/2024 Hart & Patterson Financial Group LLC54,618$4.60M2.2%+2.2%0.052%
10/10/2024 Matrix Asset Advisors Inc. NY4,259$358K0.0%+34.1%0.004%
10/10/2024 Montis Financial LLC9,928$836K0.3%+26.8%0.010%
10/9/2024 Pine Haven Investment Counsel Inc31,724$2.67M2.2%+0.6%0.031%
10/9/2024 Clarius Group LLC86,558$7.29M0.5%+5.4%0.083%
10/9/2024 Moller Wealth Partners4,480$377K0.1%+35.9%0.004%
10/9/2024 Harbor Group Inc.2,451$206K0.0%N/A0.002%
(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, 606 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 ($431.14M), 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 533 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 Envestnet Asset Management Inc. ($507.56K).

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

Institutional investors have bought a total of 30,215,317 shares in the last 24 months. This purchase volume represents approximately $3.23B in transactions.

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

Of the 373 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 ($1.03M), Northern Trust Corp ($833.70K), UBS Group AG ($743.90K), and Citizens Financial Group Inc. RI ($530.32K).

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

Institutional investors have sold a total of 15,693,331 shares in the last 24 months. This volume of shares sold represents approximately $1.66B in transactions.


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This page (NASDAQ:ESGD) was last updated on 11/4/2024 by MarketBeat.com Staff
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