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iShares ESG Aware MSCI EAFE ETF (ESGD) Institutional Ownership

iShares ESG Aware MSCI EAFE ETF logo
$88.04 -0.24 (-0.27%)
Closing price 07/18/2025 04:00 PM Eastern
Extended Trading
$88.59 +0.55 (+0.63%)
As of 04:39 AM Eastern
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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)
404
Total
Institutional Inflows
(last 12 months)
$788.41M
Number of
Institutional Sellers
(last 12 months)
299
Total
Institutional Outflows
(last 12 months)
$470.58M
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ESGD Institutional Buying and Selling by Quarter

iShares ESG Aware MSCI EAFE ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025 Vicus Capital23,201$2.07M0.2%-1.9%0.021%
7/18/2025 Pure Financial Advisors LLC15,232$1.36M0.0%+7.8%0.014%
7/18/2025 BSW Wealth Partners61,530$5.49M0.8%-11.0%0.056%
7/18/2025 SOA Wealth Advisors LLC.29,291$2.61M0.3%-0.9%0.027%
7/18/2025 Trilogy Capital Inc.16,553$1.48M0.1%+6.7%0.015%
7/18/2025 SigFig Wealth Management LLC9,790$872K0.0%N/A0.009%
7/18/2025 MJT & Associates Financial Advisory Group Inc.799$71K0.1%-27.2%0.001%
7/18/2025 PFG Investments LLC2,418$216K0.0%-29.8%0.002%
7/18/2025 Truist Financial Corp101,111$9.02M0.0%+53.7%0.093%
7/17/2025 Elwood & Goetz Wealth Advisory Group LLC19,773$1.76M0.4%+8.9%0.018%
7/17/2025 One Wealth Advisors LLC26,985$2.41M0.3%+33.1%0.025%
7/17/2025 Halbert Hargrove Global Advisors LLC25,047$2.24M0.1%-8.3%0.023%
7/17/2025 LexAurum Advisors LLC10,974$979K0.2%N/A0.010%
7/17/2025 HB Wealth Management LLC86,935$7.76M0.1%+276.9%0.080%
7/17/2025 Janney Montgomery Scott LLC21,752$1.94M0.0%+72.0%0.020%
7/17/2025 Montis Financial LLC26,612$2.37M0.7%+14.3%0.024%
7/17/2025 ERn Financial LLC9,913$884K0.2%-5.8%0.009%
7/17/2025 Symmetry Partners LLC7,807$697K0.1%-17.6%0.007%
7/17/2025 Coastline Trust Co13,703$1.22M0.1%+10.1%0.013%
7/17/2025 Neumann Capital Management LLC25,685$2.29M0.7%-3.1%0.023%
7/17/2025 XY Planning Network Inc.9,669$863K0.3%N/A0.009%
7/17/2025 BayBridge Capital Group LLC2,364$211K0.1%-7.9%0.002%
7/16/2025 Diversified Enterprises LLC11,241$1.00M0.1%+3.7%0.010%
7/16/2025 Signaturefd LLC2,870$256K0.0%-17.1%0.003%
7/16/2025 Vision Capital Management Inc.33,981$3.03M0.4%+6.2%0.031%
7/16/2025 MJT & Associates Financial Advisory Group Inc.799$71K0.1%-27.2%0.001%
7/16/2025 Falcon Wealth Planning11,743$1.05M0.1%+12.3%0.011%
7/16/2025 American National Bank & Trust800$71K0.0%N/A0.001%
7/16/2025 Perigon Wealth Management LLC8,318$742K0.0%+21.5%0.008%
7/16/2025 Plancorp LLC36,175$3.23M0.1%-5.8%0.033%
7/15/2025 McAdam LLC5,879$525K0.0%+5.1%0.005%
7/15/2025 Regatta Capital Group LLC10,070$898K0.2%-10.7%0.009%
7/15/2025 TD Private Client Wealth LLC3,882$346K0.0%-3.7%0.004%
7/15/2025 Mather Group LLC.197,096$17.59M0.2%+1.3%0.180%
7/15/2025 Carr Financial Group Corp11,842$1.06M0.3%+1.8%0.011%
7/15/2025 Pine Haven Investment Counsel Inc33,556$2.99M2.4%+1.3%0.031%
7/15/2025 RVW Wealth LLC61,550$5.49M0.5%-11.5%0.056%
7/15/2025 Cranbrook Wealth Management LLC24,297$2.17M0.5%-1.3%0.022%
7/15/2025 Fifth Third Bancorp695,850$62.08M0.2%-46.0%0.637%
7/15/2025 RTD Financial Advisors Inc.28,485$2.54M0.3%-6.8%0.026%
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7/15/2025 Farrell Financial LLC6,522$582K0.4%+1.9%0.006%
7/15/2025 CGN Advisors LLC15,623$1.39M0.1%-1.8%0.014%
7/14/2025 Foster Group Inc.7,638$681K0.0%+5.0%0.007%
7/14/2025 Acropolis Investment Management LLC12,483$1.11M0.1%+1.2%0.011%
7/14/2025 ABLE Financial Group LLC5,702$509K0.1%+5.5%0.005%
7/14/2025 Westend Capital Management LLC1,075$96K0.0%N/A0.001%
7/14/2025 Park Avenue Securities LLC73,398$6.55M0.1%+111.2%0.067%
7/14/2025 A&I Financial Services LLC13,613$1.22M0.7%+3.1%0.012%
7/14/2025 Physician Wealth Advisors Inc.3,574$319K0.1%-3.9%0.003%
7/11/2025 Bond & Devick Financial Network Inc.304,592$27.18M9.0%+2.3%0.279%
7/11/2025 Hilltop Wealth Advisors LLC35,427$3.16M1.8%+36.4%0.032%
7/11/2025 Capital Advantage Inc.5,678$507K0.1%+6.6%0.005%
7/11/2025 Farther Finance Advisors LLC7,165$639K0.0%+39.8%0.007%
7/11/2025 Windsor Capital Management LLC176,072$15.71M4.6%+2.3%0.161%
7/11/2025 SeaCrest Wealth Management LLC5,701$509K0.1%-15.8%0.005%
7/11/2025 Diversified Trust Co28,982$2.59M0.1%+0.9%0.027%
7/11/2025 Bell Bank6,199$553K0.0%-3.9%0.006%
7/11/2025 Pioneer Wealth Management Group24,932$2.22M0.8%-3.0%0.023%
7/10/2025 Orgel Wealth Management LLC57,871$5.16M0.1%-42.0%0.053%
7/10/2025 Ryan Investment Management Inc.18,146$1.62M1.0%N/A0.017%
7/10/2025 Charter Oak Capital Management LLC25,596$2.28M0.2%-1.9%0.023%
7/10/2025 IMPACTfolio LLC390,322$34.83M16.5%+4.3%0.357%
7/10/2025 HF Advisory Group LLC11,773$1.05M0.4%-9.2%0.011%
7/10/2025 Sterling Investment Advisors LLC ADV3,288$293K0.1%+4.1%0.003%
7/10/2025 Baker Tilly Wealth Management LLC2,330$208K0.1%N/A0.002%
7/10/2025 Affiance Financial LLC29,485$2.63M0.5%+2.5%0.027%
7/10/2025 Wealth Enhancement Advisory Services LLC245,390$21.90M0.0%+4.0%0.225%
7/10/2025 Sharkey Howes & Javer5,759$514K0.1%N/A0.005%
7/10/2025 Brooklyn FI LLC19,411$1.73M0.4%+13.4%0.018%
7/10/2025 Shira Ridge Wealth Management128,514$11.47M5.2%+0.5%0.118%
7/10/2025 Focus Financial Network Inc.3,667$327K0.0%+8.2%0.003%
7/9/2025 Dynamic Advisor Solutions LLC26,882$2.40M0.1%-15.7%0.025%
7/9/2025 OLIO Financial Planning23,729$2.12M0.7%-2.6%0.022%
7/9/2025 Affinity Capital Advisors LLC6,233$556K0.1%+2.1%0.006%
7/9/2025 Aaron Wealth Advisors LLC5,604$500K0.1%-15.1%0.005%
7/9/2025 Alesco Advisors LLC135,637$12.10M0.3%-5.0%0.124%
7/9/2025 Parkside Advisors LLC37,245$3.32M0.7%-4.4%0.034%
7/9/2025 Baron Financial Group LLC33,161$2.96M1.7%-2.2%0.030%
7/9/2025 Veracity Capital LLC4,088$365K0.1%+5.0%0.004%
7/8/2025 Elevation Wealth Partners LLC17,048$1.52M0.6%+2.2%0.016%
7/8/2025 Richard P Slaughter Associates Inc15,523$1.39M0.3%+25.4%0.014%
7/8/2025 Canandaigua National Bank & Trust Co.39,976$3.57M0.3%-4.6%0.037%
7/8/2025 Parallel Advisors LLC18,602$1.66M0.0%-5.8%0.017%
7/7/2025 Shotwell Rutter Baer Inc6,082$543K0.4%-4.3%0.006%
7/7/2025 Centurion Wealth Management LLC2,274$203K0.1%N/A0.002%
7/3/2025 First Hawaiian Bank26,034$2.32M0.3%+32.8%0.024%
7/3/2025 Higgins & Schmidt Wealth Strategies LLC7,590$677K0.4%-3.2%0.007%
7/3/2025 Garde Capital Inc.44,565$3.98M0.2%+0.3%0.041%
6/10/2025Birchbrook Inc.18,721$1.53M0.9%+3.6%0.017%
6/6/2025eCIO Inc.14,535$1.19M0.4%N/A0.013%
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6/4/2025 First Hawaiian Bank19,608$1.60M0.1%+166.2%0.018%
6/2/2025Modern Wealth Management LLC6,229$509K0.0%N/A0.006%
5/21/2025 McAdam LLC5,593$457K0.0%+15.3%0.005%
5/21/2025Acadian Asset Management LLC16,477$1.35M0.0%+59.1%0.015%
5/20/2025Acorns Advisers LLC1,456,662$119.00M1.1%-2.6%1.341%
5/20/2025Focus Partners Wealth34,517$2.82M0.0%+14.9%0.032%
5/20/2025Nepc LLC12,495$1.02M0.0%+81.7%0.012%
5/19/2025Jane Street Group LLC519,771$42.46M0.0%-16.8%0.479%
5/19/2025SageView Advisory Group LLC35,866$2.93M0.1%-37.0%0.033%
5/19/2025SCS Capital Management LLC6,135$501K0.0%N/A0.006%
(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, 633 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 ($739.39M), JPMorgan Chase & Co. ($585.98M), Empower Advisory Group LLC ($478.56M), Northern Trust Corp ($462.04M), TIAA Trust National Association ($349.54M), TIAA FSB ($349.41M), and Morgan Stanley ($332.49M).Learn more on iShares ESG Aware MSCI EAFE ETF's institutional investors.

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

Of the 544 institutional investors that purchased iShares ESG Aware MSCI EAFE 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 ($5.19M), Northern Trust Corp ($2.67M), JPMorgan Chase & Co. ($1.75M), Brooklyn FI LLC ($1.02M), FMR LLC ($942.02K), Jane Street Group LLC ($565.37K), and EP Wealth Advisors LLC ($422.33K).

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

Institutional investors have bought a total of 10,040,990 shares in the last 24 months. This purchase volume represents approximately $788.41M in transactions.

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

Of the 299 institutional investors that sold iShares ESG Aware MSCI EAFE ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fifth Third Bancorp ($1.20M), Ameriprise Financial Inc. ($716.46K), TIAA Trust National Association ($627.97K), Flputnam Investment Management Co. ($222.03K), Citizens Financial Group Inc. RI ($191.47K), Jane Street Group LLC ($146.51K), and Spinnaker Trust ($146.10K).

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

Institutional investors have sold a total of 5,784,554 shares in the last 24 months. This volume of shares sold represents approximately $470.58M in transactions.



This page (NASDAQ:ESGD) was last updated on 7/21/2025 by MarketBeat.com Staff
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