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iShares ESG Aware MSCI EM ETF (ESGE) Institutional Ownership

iShares ESG Aware MSCI EM ETF logo
$36.14 -0.06 (-0.17%)
Closing price 02/21/2025 04:00 PM Eastern
Extended Trading
$36.15 +0.01 (+0.01%)
As of 02/21/2025 04:05 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 EM ETF (NASDAQ:ESGE)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$77.48M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$30.88M
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ESGE Institutional Buying and Selling by Quarter

iShares ESG Aware MSCI EM ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 MainStreet Investment Advisors LLC23,317$779K0.1%N/A0.018%
2/17/2025 Gen Wealth Partners Inc3,922$131K0.1%-10.2%0.003%
2/17/2025 BOKF NA57,919$1.91M0.0%+1.0%0.045%
2/17/2025 Captrust Financial Advisors37,600$1.26M0.0%-10.3%0.029%
2/17/2025 Baird Financial Group Inc.102,526$3.42M0.0%+3.8%0.080%
2/17/2025 Ameriprise Financial Inc.1,300,991$43.43M0.0%-6.9%1.020%
2/14/2025 Tudor Investment Corp ET AL19,013$635K0.0%N/A0.015%
2/14/2025 Integrated Wealth Concepts LLC39,161$1.31M0.0%-36.6%0.031%
2/14/2025 Banco Bilbao Vizcaya Argentaria S.A.185,000$6.20M0.1%-1.9%0.145%
2/14/2025 Coppell Advisory Solutions LLC1,388$47K0.0%+42.5%0.001%
2/13/2025 Marshall Wace LLP6,011$201K0.0%N/A0.005%
2/13/2025 Acorns Advisers LLC1,196,670$39.96M0.4%+5.5%0.938%
2/13/2025 United Capital Financial Advisors LLC54,526$1.82M0.0%-1.9%0.043%
2/13/2025 Blue Edge Capital LLC40,928$1.37M0.2%-2.8%0.032%
2/12/2025 OLD Mission Capital LLC71,428$2.39M0.0%N/A0.056%
2/12/2025 JPMorgan Chase & Co.2,079,355$69.43M0.0%+6.0%1.630%
2/11/2025 TIAA Trust National Association6,177,766$206.96M0.6%+0.6%4.842%
2/11/2025 Whittier Trust Co. of Nevada Inc.1,148$38K0.0%+51.5%0.001%
2/10/2025 Parallel Advisors LLC27,801$928K0.0%+14.9%0.022%
2/10/2025 Greykasell Wealth Strategies Inc.37,570$1.25M0.7%N/A0.029%
2/10/2025 Hughes Financial Services LLC6,624$221K0.0%N/A0.005%
2/10/2025 Mascoma Wealth Management LLC23,797$795K0.2%-5.1%0.019%
2/10/2025 EverSource Wealth Advisors LLC11,118$371K0.0%+6.8%0.009%
2/7/2025 NBT Bank N A NY946$32K0.0%-44.6%0.001%
2/6/2025 Jones Financial Companies Lllp65,726$2.20M0.0%+11.7%0.052%
2/5/2025 BlueStem Wealth Partners LLC12,912$431K0.1%N/A0.010%
2/5/2025 WR Wealth Planners LLC3,477$116K0.0%-32.6%0.003%
2/5/2025 SVB Wealth LLC13,372$446K0.0%N/A0.010%
2/4/2025 Bank of New York Mellon Corp72,573$2.42M0.0%-4.7%0.057%
2/3/2025 First Horizon Advisors Inc.4,632$155K0.0%-51.5%0.004%
2/3/2025 JMG Financial Group Ltd.42,474$1.42M0.0%-0.9%0.033%
2/3/2025 Bear Mountain Capital Inc.49,316$1.69M0.7%+0.7%0.039%
1/31/2025 Morton Brown Family Wealth LLC6,415$214K0.1%-8.4%0.005%
1/31/2025 Partners Capital Investment Group LLP336,346$11.23M0.3%-12.4%0.264%
1/31/2025 Rogco LP5,265$176K0.1%N/A0.004%
1/30/2025 Bogart Wealth LLC8,710$291K0.0%-14.0%0.007%
1/29/2025 Quent Capital LLC99,573$3.33M0.3%+9.5%0.078%
1/28/2025 Golden State Wealth Management LLC1,087$36K0.0%N/A0.001%
1/23/2025 Strategic Blueprint LLC7,326$245K0.0%-22.5%0.006%
1/23/2025 Money Design Co. Ltd.447,380$15.00M0.8%-3.1%0.351%
Watch This Robotics Demo Before March 17th (Ad)

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1/22/2025 Kingswood Wealth Advisors LLC9,107$304K0.0%N/A0.007%
1/17/2025 Avior Wealth Management LLC24,385$814K0.0%-18.1%0.019%
1/17/2025 Janney Montgomery Scott LLC60,427$2.02M0.0%+14.9%0.047%
1/17/2025 Finley Financial LLC2,420$81K0.0%N/A0.002%
1/16/2025 MassMutual Private Wealth & Trust FSB23,117$772K0.0%N/A0.018%
1/15/2025 Trust Co. of Vermont1,560$52K0.0%+61.8%0.001%
1/13/2025 AdvisorNet Financial Inc6,094$203K0.0%-46.1%0.005%
1/13/2025 Eastern Bank158,924$5.31M0.1%-1.1%0.125%
1/6/2025 Canandaigua National Bank & Trust Co.30,133$1.01M0.1%-3.1%0.024%
12/26/2024 JPMorgan Chase & Co.1,961,054$71.40M0.0%+4.4%1.542%
12/3/2024Garde Capital Inc.19,756$719K0.0%-3.8%0.016%
11/25/2024 Wilmington Savings Fund Society FSB1,824$66K0.0%N/A0.001%
11/15/2024 Integrated Wealth Concepts LLC61,756$2.25M0.0%+19.6%0.049%
11/14/2024 Flow Traders U.S. LLC10,294$375K0.0%N/A0.008%
11/14/2024 Captrust Financial Advisors41,896$1.53M0.0%+2.8%0.033%
11/13/2024 BNP Paribas Financial Markets4,688$171K0.0%+175.8%0.004%
11/8/2024 First Horizon Advisors Inc.9,557$348K0.0%+3.7%0.008%
11/8/2024 Avior Wealth Management LLC29,786$1.09M0.0%-67.2%0.023%
11/5/2024 Haverford Trust Co32,829$1.20M0.0%+1.0%0.026%
11/5/2024 Mascoma Wealth Management LLC25,066$913K0.2%+28.5%0.020%
10/31/2024 Spinnaker Trust9,843$358K0.0%+5.4%0.008%
10/29/2024 Centennial Bank AR27,900$1.02M0.5%+5.1%0.022%
10/29/2024 Bear Mountain Capital Inc.48,958$1.76M0.7%+1.7%0.038%
10/29/2024 Janney Montgomery Scott LLC52,586$1.92M0.0%-1.3%0.041%
10/28/2024 Creative Financial Designs Inc. ADV2,150$78K0.0%+37.9%0.002%
10/25/2024 Highline Wealth Partners LLC756$28K0.0%N/A0.001%
10/25/2024 Strategic Blueprint LLC9,450$344K0.0%-10.6%0.007%
10/23/2024 Bogart Wealth LLC10,132$369K0.0%+15.1%0.008%
10/22/2024 Eastern Bank160,626$5.85M0.1%N/A0.126%
10/18/2024 ST Germain D J Co. Inc.40,617$1.48M0.1%-2.5%0.032%
10/9/2024 Money Design Co. Ltd.461,900$16.82M0.8%+1.6%0.363%
10/8/2024 Sugarloaf Wealth Management LLC2,319$84K0.0%+44.0%0.002%
10/5/2024 Quent Capital LLC90,915$3.31M0.3%+4.0%0.071%
10/3/2024 Canandaigua National Bank & Trust Co.31,098$1.13M0.1%N/A0.024%
8/16/2024 Sunbelt Securities Inc.1,499$50K0.0%-19.4%0.001%
8/14/2024 EverSource Wealth Advisors LLC10,251$347K0.0%+266.6%0.008%
8/9/2024 One Capital Management LLC6,053$203K0.0%N/A0.005%
8/8/2024 Parallel Advisors LLC27,152$910K0.0%+4.1%0.021%
8/7/2024 Blue Edge Capital LLC43,874$1.47M0.2%+0.8%0.034%
8/2/2024 Mascoma Wealth Management LLC19,502$654K0.2%+5.7%0.015%
8/1/2024 TIAA Trust National Association5,754,518$192.56M0.6%+13.1%4.524%
7/31/2024 Spinnaker Trust9,342$313K0.0%+5.3%0.007%
7/31/2024 Farther Finance Advisors LLC11,975$402K0.0%+17.0%0.009%
7/31/2024 NBT Bank N A NY860$29K0.0%-57.4%0.001%
7/31/2024Private Ocean LLC475,784$15.95M1.4%+204.5%0.374%
7/29/2024 Whittier Trust Co. of Nevada Inc.855$29K0.0%-52.1%0.001%
7/27/2024 Strategic Blueprint LLC10,568$354K0.0%+18.2%0.008%
7/26/2024 Cambridge Investment Research Advisors Inc.211,749$7.10M0.0%-1.0%0.166%
7/26/2024 Bank of New York Mellon Corp75,385$2.53M0.0%+3.7%0.059%
7/23/2024 Bear Mountain Capital Inc.48,136$1.69M0.7%+3.8%0.038%
Watch This Robotics Demo Before March 17th (Ad)

Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... Just did a demo of what Nvidia’s CEO said will be "the first multitrillion-dollar robotics industry."

7/20/2024 First Horizon Advisors Inc.9,220$309K0.0%+19.7%0.007%
7/20/2024 Continuum Advisory LLC6,837$229K0.0%+8.7%0.005%
7/16/2024 GPS Wealth Strategies Group LLC5,653$190K0.0%+794.5%0.004%
7/16/2024 ORG Partners LLC1,293$44K0.0%N/A0.001%
7/10/2024 Valeo Financial Advisors LLC9,921$333K0.0%-4.0%0.008%
7/8/2024 ST Germain D J Co. Inc.41,665$1.40M0.1%+10.6%0.033%
6/28/2024 Quent Capital LLC87,517$2.82M0.3%+12.2%0.069%
6/11/2024 EverSource Wealth Advisors LLC2,796$90K0.0%+188.8%0.002%
5/30/2024Cambridge Trust Co.168,757$5.44M0.2%+2,202.0%0.134%
5/29/2024Garde Capital Inc.22,037$710K0.0%-53.9%0.017%
(Data available from 1/1/2016 forward)

ESGE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESGE shares?

During the previous two years, 114 institutional investors and hedge funds held shares of iShares ESG Aware MSCI EM ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($1.56B), TIAA Trust National Association ($206.96M), TIAA FSB ($151.90M), JPMorgan Chase & Co. ($69.43M), Ameriprise Financial Inc. ($43.43M), Ellevest Inc. ($42.18M), and Acorns Advisers LLC ($39.96M).Learn more on ESGE's institutional investors.

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

Of the 100 institutional investors that purchased iShares ESG Aware MSCI EM ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($5.79M), OLD Mission Capital LLC ($847.14K), Private Ocean LLC ($509.06K), Acorns Advisers LLC ($247.40K), JPMorgan Chase & Co. ($201.56K), Cambridge Trust Co. ($161.43K), and Eastern Bank ($160.63K).

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

Institutional investors have bought a total of 9,485,739 shares in the last 24 months. This purchase volume represents approximately $338.02M in transactions.

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

Of the 61 institutional investors that sold iShares ESG Aware MSCI EM ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Private Ocean LLC ($955.23K), OLD Mission Capital LLC ($113.13K), Integrated Wealth Concepts LLC ($105.47K), Ameriprise Financial Inc. ($95.96K), Quent Capital LLC ($86.52K), Tompkins Financial Corp ($83.35K), and Avior Wealth Management LLC ($66.43K).

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

Institutional investors have sold a total of 2,047,105 shares in the last 24 months. This volume of shares sold represents approximately $82.71M in transactions.



This page (NASDAQ:ESGE) was last updated on 2/22/2025 by MarketBeat.com Staff
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