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iShares ESG Aware MSCI EAFE ETF (ESGD) Institutional Ownership

iShares ESG Aware MSCI EAFE ETF logo
$84.28 +0.88 (+1.06%)
Closing price 03/7/2025 04:00 PM Eastern
Extended Trading
$84.31 +0.03 (+0.04%)
As of 03/7/2025 06:02 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
364
Total
Institutional Inflows
(last 12 months)
$661.70M
Number of
Institutional Sellers
(last 12 months)
228
Total
Institutional Outflows
(last 12 months)
$329.19M
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ESGD Institutional Buying and Selling by Quarter

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iShares ESG Aware MSCI EAFE ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/5/2025 Financial Insights Inc.7,417$565K0.2%-3.3%0.007%
2/28/2025 Brooklyn FI LLC16,277$1.24M0.2%+3.0%0.015%
2/27/2025 ABLE Financial Group LLC5,390$410K0.1%+6.9%0.005%
2/25/2025 Garde Capital Inc.49,976$3.81M0.3%-12.1%0.046%
2/19/2025 ARQ Wealth Advisors LLC2,909$221K0.1%-17.4%0.003%
2/19/2025 Blue Sky Capital Consultants Group Inc.37,428$2.85M1.7%N/A0.035%
2/18/2025 GTS Securities LLC11,684$890K0.0%N/A0.011%
2/18/2025 Connecticut Wealth Management LLC22,700$1.73M0.1%-13.7%0.021%
2/18/2025 Nepc LLC6,878$524K0.0%N/A0.006%
2/18/2025 Continuum Advisory LLC3,018$230K0.0%-5.6%0.003%
2/17/2025 Royal Bank of Canada409,814$31.20M0.0%+7.2%0.378%
2/17/2025 NorthRock Partners LLC16,319$1.24M0.0%N/A0.015%
2/17/2025 Laird Norton Wetherby Wealth Management LLC27,120$2.07M0.1%-30.7%0.025%
2/17/2025 Investor s Fiduciary Advisor Network LLC4,499$342K0.1%N/A0.004%
2/17/2025 Focus Partners Wealth30,046$2.29M0.0%+189.7%0.028%
2/17/2025 Ellevest Inc.909,767$69.26M4.0%+7.8%0.840%
2/17/2025 Fiduciary Trust Co524,932$39.97M0.5%+5.8%0.485%
2/17/2025 Deutsche Bank AG10,722$816K0.0%-2.7%0.010%
2/17/2025 Dunhill Financial LLC41,114$3.13M1.5%-14.6%0.038%
2/17/2025 EP Wealth Advisors LLC553,762$42.16M0.3%+7.5%0.511%
2/17/2025 CoreCap Advisors LLC2,085$159K0.0%-5.8%0.002%
2/17/2025 Cresset Asset Management LLC48,283$3.68M0.0%+12.5%0.045%
2/17/2025 Capital Advantage Inc.5,325$405K0.1%N/A0.005%
2/17/2025 Cetera Investment Advisers64,603$4.92M0.0%+10.2%0.060%
2/17/2025 Citadel Advisors LLC5,919$451K0.0%+86.8%0.005%
2/17/2025 Captrust Financial Advisors21,072$1.60M0.0%-9.8%0.019%
2/17/2025 Baird Financial Group Inc.220,008$16.75M0.0%+4.0%0.203%
2/17/2025 Baker Avenue Asset Management LP7,897$601K0.0%+28.7%0.007%
2/17/2025 Bank of America Corp DE9,710,875$739.39M0.1%+2.4%8.967%
2/17/2025 Ameriprise Financial Inc.2,007,305$152.82M0.0%+0.8%1.853%
2/17/2025 Aptus Capital Advisors LLC35,992$2.74M0.0%+407.0%0.033%
2/17/2025 AlTi Global Inc.235,728$17.95M0.4%-1.0%0.218%
2/14/2025 Mercer Global Advisors Inc. ADV1,205,740$91.81M0.2%+6.6%1.113%
2/14/2025 Keel Point LLC37,749$2.87M0.2%+1.3%0.035%
2/14/2025 Jane Street Group LLC624,581$47.56M0.0%+363.0%0.577%
2/14/2025 WealthCollab LLC15,817$1.20M0.8%+10.3%0.015%
2/14/2025 Northern Trust Corp5,604,447$426.72M0.1%+21.0%5.175%
2/14/2025 Bellwether Advisors LLC1,717$131K0.0%N/A0.002%
2/14/2025 Beacon Pointe Advisors LLC62,218$4.74M0.1%-4.5%0.057%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.3,121$238K0.2%N/A0.003%
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2/14/2025 Mission Creek Capital Partners Inc.10,312$785K0.2%-3.4%0.010%
2/14/2025 Kovitz Investment Group Partners LLC11,498$875K0.0%-34.1%0.011%
2/14/2025 Integrated Wealth Concepts LLC22,866$1.74M0.0%-49.5%0.021%
2/14/2025 Coppell Advisory Solutions LLC1,158$88K0.0%+116.9%0.001%
2/14/2025 MGO One Seven LLC4,159$317K0.0%-6.8%0.004%
2/14/2025 Susquehanna International Group LLP35,235$2.68M0.0%+361.9%0.033%
2/14/2025 Stifel Financial Corp115,705$8.81M0.0%+0.4%0.107%
2/14/2025 Wealth Dimensions Group Ltd.7,352$560K0.1%-3.2%0.007%
2/14/2025 MML Investors Services LLC228,595$17.41M0.1%+3.2%0.211%
2/14/2025 Coastline Trust Co12,376$942K0.1%+10.1%0.011%
2/14/2025 First Trust Advisors LP5,168$394K0.0%N/A0.005%
2/14/2025 GeoWealth Management LLC95,255$7.25M0.2%-19.3%0.088%
2/14/2025 Balanced Rock Investment Advisors LLC39,426$3.00M2.4%-24.4%0.036%
2/13/2025 Foster Dykema Cabot & Partners LLC12,017$915K0.1%+191.9%0.011%
2/13/2025 NewEdge Advisors LLC71,614$5.45M0.0%+13.7%0.066%
2/13/2025 Acorns Advisers LLC1,496,050$113.91M1.1%+11.7%1.381%
2/13/2025 Ally Invest Advisors Inc.280,094$21.33M1.8%+8.6%0.259%
2/13/2025 Mariner LLC251,990$19.19M0.0%-1.6%0.233%
2/13/2025 SageView Advisory Group LLC56,894$4.33M0.2%+0.8%0.053%
2/13/2025 TME Financial Inc.4,162$350K0.3%N/A0.004%
2/13/2025 Bragg Financial Advisors Inc9,040$688K0.0%-8.4%0.008%
2/13/2025 Townsquare Capital LLC9,936$757K0.0%+12.6%0.009%
2/13/2025 Rockefeller Capital Management L.P.74,172$5.65M0.0%+3.2%0.068%
2/13/2025 Petros Family Wealth LLC2,735$208K0.2%N/A0.003%
2/13/2025 Elios Financial Group Inc.12,744$970K0.5%-17.3%0.012%
2/13/2025 First Foundation Advisors7,730$589K0.0%+15.3%0.007%
2/13/2025 Accredited Investors Inc.65,082$4.96M0.3%-3.1%0.060%
2/13/2025 Blue Edge Capital LLC43,973$3.35M0.5%-3.3%0.041%
2/13/2025 Redwood Park Advisors LLC469$36K0.0%N/A0.000%
2/13/2025 Advisory Services Network LLC54,195$4.13M0.1%+82.0%0.050%
2/13/2025 Sand Hill Global Advisors LLC117,156$8.92M0.4%+6.3%0.108%
2/13/2025 Bank of Montreal Can2,158$164K0.0%+348.6%0.002%
2/13/2025 Cerity Partners LLC55,191$4.20M0.0%+3.7%0.051%
2/13/2025 FMR LLC2,343,423$178.43M0.0%+24.4%2.164%
2/13/2025 Hurley Capital LLC929$71K0.1%N/A0.001%
2/13/2025 Envestnet Asset Management Inc.1,870,256$142.40M0.0%+6.7%1.727%
2/13/2025 Perennial Investment Advisors LLC11,298$860K0.1%+10.2%0.010%
2/13/2025 Wells Fargo & Company MN1,652,696$125.84M0.0%-0.5%1.526%
2/12/2025 Wescott Financial Advisory Group LLC13,452$1.02M0.1%+10.0%0.012%
2/12/2025 Cambridge Associates LLC MA ADV31,737$2.42M0.1%-54.5%0.029%
2/12/2025 World Investment Advisors3,934$300K0.0%+10.6%0.004%
2/12/2025 Nottingham Advisors Inc.72,858$5.55M0.7%-8.1%0.067%
2/12/2025 Massachusetts Financial Services Co. MA8,318$633K0.0%-27.4%0.008%
2/12/2025 OLD Mission Capital LLC4,091$311K0.0%+27.8%0.004%
2/12/2025 National Bank of Canada FI21,112$1.61M0.0%N/A0.019%
2/12/2025 Alliancebernstein L.P.137,521$10.47M0.0%+82.6%0.127%
2/12/2025 O Shaughnessy Asset Management LLC8,018$610K0.0%+21.7%0.007%
2/12/2025 Fund Evaluation Group LLC130,708$9.95M0.5%+51.6%0.121%
2/12/2025 Michael A. Dubis Financial Planning LLC4,170$318K0.3%N/A0.004%
2/12/2025 Orion Portfolio Solutions LLC4,174$318K0.0%-82.8%0.004%
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2/12/2025 Blair William & Co. IL187,831$14.30M0.0%-7.1%0.173%
2/12/2025 JPMorgan Chase & Co.6,268,152$477.26M0.0%+6.8%5.788%
2/12/2025 Heritage Wealth Advisors26,372$2.01M0.1%+1.3%0.024%
2/12/2025 Financial Engines Advisors L.L.C.164,553$12.53M0.0%+3.0%0.152%
2/12/2025 Financial Counselors Inc.12,367$942K0.0%+11.4%0.011%
2/12/2025 Ipsen Advisor Group LLC13,501$1.03M0.9%N/A0.012%
2/11/2025 Signature Estate & Investment Advisors LLC4,694$357K0.0%+3.1%0.004%
2/11/2025 TIAA Trust National Association4,482,820$341.18M1.0%+4.1%4.139%
2/11/2025 Haverford Trust Co18,683$1.42M0.0%+38.8%0.017%
2/11/2025 Hill Island Financial LLC96,145$7.32M2.1%+2.3%0.089%
(Data available from 1/1/2016 forward)

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ESGD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESGD shares?

During the previous two years, 627 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. ($477.26M), Empower Advisory Group LLC ($454.07M), Northern Trust Corp ($426.72M), TIAA FSB ($349.41M), TIAA Trust National Association ($341.18M), 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 548 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 ($6.60M), TIAA Trust National Association ($5.19M), Northern Trust Corp ($2.62M), Summit Wealth Group LLC ($2.52M), Brooklyn FI LLC ($1.04M), FMR LLC ($942.02K), and JPMorgan Chase & Co. ($844.63K).

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

Institutional investors have bought a total of 32,088,939 shares in the last 24 months. This purchase volume represents approximately $3.14B in transactions.

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

Of the 367 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 ($2.33M), Envestnet Asset Management Inc. ($1.71M), Fifth Third Bancorp ($938.95K), Northern Trust Corp ($833.70K), Commonwealth Equity Services LLC ($831.39K), Citizens Financial Group Inc. RI ($610.83K), 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 11,957,352 shares in the last 24 months. This volume of shares sold represents approximately $1.11B in transactions.



This page (NASDAQ:ESGD) was last updated on 3/9/2025 by MarketBeat.com Staff
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