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iShares ESG Aware MSCI EM ETF (ESGE) Institutional Ownership

iShares ESG Aware MSCI EM ETF logo
$33.69 +0.24 (+0.72%)
As of 01/17/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares ESG Aware MSCI EM ETF (NASDAQ:ESGE)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$77.84M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$25.65M
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ESGE Institutional Buying and Selling by Quarter

iShares ESG Aware MSCI EM ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Avior Wealth Management LLC24,385$814K0.0%-18.1%0.019%
1/17/2025Janney Montgomery Scott LLC60,427$2.02M0.0%+14.9%0.047%
1/17/2025Finley Financial LLC2,420$81K0.0%N/A0.002%
1/16/2025MassMutual 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%
12/26/2024JPMorgan 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%
11/25/2024Wilmington Savings Fund Society FSB1,824$66K0.0%N/A0.001%
11/15/2024Integrated Wealth Concepts LLC61,756$2.25M0.0%+19.6%0.049%
11/14/2024Flow Traders U.S. LLC10,294$375K0.0%N/A0.008%
11/14/2024Captrust Financial Advisors41,896$1.53M0.0%+2.8%0.033%
11/13/2024BNP Paribas Financial Markets4,688$171K0.0%+175.8%0.004%
11/8/2024First Horizon Advisors Inc.9,557$348K0.0%+3.7%0.008%
11/8/2024Avior Wealth Management LLC29,786$1.09M0.0%-67.2%0.023%
11/5/2024Haverford Trust Co32,829$1.20M0.0%+1.0%0.026%
11/5/2024Mascoma Wealth Management LLC25,066$913K0.2%+28.5%0.020%
10/31/2024Spinnaker Trust9,843$358K0.0%+5.4%0.008%
10/29/2024Centennial Bank AR27,900$1.02M0.5%+5.1%0.022%
10/29/2024Bear Mountain Capital Inc.48,958$1.76M0.7%+1.7%0.038%
10/29/2024Janney Montgomery Scott LLC52,586$1.92M0.0%-1.3%0.041%
10/28/2024Creative Financial Designs Inc. ADV2,150$78K0.0%+37.9%0.002%
10/25/2024 Highline Wealth Partners LLC756$28K0.0%N/A0.001%
10/25/2024Strategic Blueprint LLC9,450$344K0.0%-10.6%0.007%
10/23/2024Bogart 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%
10/9/2024Money 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%
10/5/2024Quent 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%
8/16/2024Sunbelt Securities Inc.1,499$50K0.0%-19.4%0.001%
8/14/2024EverSource Wealth Advisors LLC10,251$347K0.0%+266.6%0.008%
8/9/2024One Capital Management LLC6,053$203K0.0%N/A0.005%
8/8/2024Parallel Advisors LLC27,152$910K0.0%+4.1%0.021%
8/7/2024Blue Edge Capital LLC43,874$1.47M0.2%+0.8%0.034%
8/2/2024Mascoma Wealth Management LLC19,502$654K0.2%+5.7%0.015%
8/1/2024TIAA Trust National Association5,754,518$192.56M0.6%+13.1%4.524%
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7/31/2024Spinnaker Trust9,342$313K0.0%+5.3%0.007%
7/31/2024Farther Finance Advisors LLC11,975$402K0.0%+17.0%0.009%
7/31/2024NBT Bank N A NY860$29K0.0%-57.4%0.001%
7/31/2024Private Ocean LLC475,784$15.95M1.4%+204.5%0.374%
7/29/2024Whittier Trust Co. of Nevada Inc.855$29K0.0%-52.1%0.001%
7/27/2024Strategic Blueprint LLC10,568$354K0.0%+18.2%0.008%
7/26/2024Cambridge Investment Research Advisors Inc.211,749$7.10M0.0%-1.0%0.166%
7/26/2024Bank of New York Mellon Corp75,385$2.53M0.0%+3.7%0.059%
7/23/2024Bear Mountain Capital Inc.48,136$1.69M0.7%+3.8%0.038%
7/20/2024First Horizon Advisors Inc.9,220$309K0.0%+19.7%0.007%
7/20/2024Continuum Advisory LLC6,837$229K0.0%+8.7%0.005%
7/16/2024GPS Wealth Strategies Group LLC5,653$190K0.0%+794.5%0.004%
7/16/2024 ORG Partners LLC1,293$44K0.0%N/A0.001%
7/10/2024Valeo 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%
6/28/2024Quent Capital LLC87,517$2.82M0.3%+12.2%0.069%
6/11/2024EverSource 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%
5/17/2024Comerica Bank77,829$2.51M0.0%-4.6%0.062%
5/15/2024SVB Wealth LLC11,056$356K0.0%-28.5%0.009%
5/15/2024Blue Edge Capital LLC43,530$1.40M0.2%+17.4%0.034%
5/14/2024OLD Mission Capital LLC299,724$9.66M0.2%-27.2%0.237%
5/10/2024TIAA Trust National Association5,087,975$163.99M0.5%+2.3%4.028%
5/4/2024Gould Asset Management LLC CA25,111$809K0.2%-2.0%0.020%
5/3/2024Whittier Trust Co.16,136$520K0.0%+431.1%0.013%
5/2/2024Haverford Trust Co32,029$1.03M0.0%+10.6%0.025%
5/2/2024Quent Capital LLC87,518$2.82M0.3%+12.2%0.069%
5/1/2024Janney Montgomery Scott LLC39,306$1.27M0.0%+3.6%0.031%
5/1/2024BNP Paribas Financial Markets2,133$69K0.0%+78.8%0.002%
5/1/2024Avior Wealth Management LLC143,737$4.63M0.2%N/A0.114%
4/30/2024JMG Financial Group Ltd.42,643$1.37M0.1%-13.0%0.034%
4/25/2024Bear Mountain Capital Inc.46,361$1.45M0.6%-5.0%0.036%
4/25/2024HTLF Bank6,245$201K0.0%N/A0.005%
4/25/2024Valeo Financial Advisors LLC10,337$328K0.0%+4.2%0.008%
4/25/2024Cambridge Investment Research Advisors Inc.213,939$6.90M0.0%-13.5%0.168%
4/23/2024Morton Brown Family Wealth LLC7,014$226K0.1%+5.3%0.005%
4/23/2024Strategic Blueprint LLC8,940$288K0.0%-36.0%0.007%
4/17/2024Private Ocean LLC156,256$5.04M0.5%-70.2%0.122%
4/12/2024 AdvisorNet Financial Inc10,870$350K0.0%+3.5%0.009%
4/11/2024 Bangor Savings Bank6,989$225K0.0%+70.2%0.005%
4/9/2024Montecito Bank & Trust17,397$561K0.1%-20.1%0.014%
4/8/2024 Tompkins Financial Corp1,289$42K0.0%-98.5%0.001%
4/2/2024 ST Germain D J Co. Inc.37,672$1.21M0.1%+1.5%0.030%
3/8/2024 Trust Co. of Vermont964$31K0.0%-43.8%0.001%
2/21/2024Garde Capital Inc.47,819$1.53M0.1%-24.8%0.038%
2/15/2024OLD Mission Capital LLC411,841$13.20M0.2%-0.2%0.325%
2/14/2024Vermillion & White Wealth Management Group LLC1,632$52K0.1%N/A0.001%
2/13/2024Jones Financial Companies Lllp56,635$1.82M0.0%-2.0%0.045%
2/12/2024Partners Capital Investment Group LLP323,928$10.39M0.2%+9.4%0.256%
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2/12/2024Tradition Wealth Management LLC21,840$700K0.1%+7.3%0.017%
2/12/2024Parallel Advisors LLC26,941$864K0.0%-18.6%0.021%
2/12/2024Heritage Wealth Advisors38,047$1.22M0.1%+13.3%0.030%
2/9/2024Cambridge Investment Research Advisors Inc.247,270$7.93M0.0%+7.6%0.195%
2/8/2024Haverford Trust Co28,959$928K0.0%-10.0%0.023%
2/8/2024Janney Montgomery Scott LLC37,945$1.22M0.0%+26.1%0.030%
2/7/2024Bogart Wealth LLC5,028$161K0.0%+17.8%0.004%
2/6/2024Provence Wealth Management Group3,056$98K0.1%-28.2%0.002%
2/6/2024Natixis Advisors L.P.19,785$634K0.0%+5.3%0.016%
2/6/2024First Horizon Advisors Inc.8,115$260K0.0%-67.3%0.006%
(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, 108 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 ($192.56M), TIAA FSB ($151.90M), Ameriprise Financial Inc. ($75.36M), JPMorgan Chase & Co. ($71.40M), Ellevest Inc. ($42.18M), and Acorns Advisers LLC ($27.38M).Learn more on ESGE's institutional investors.

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

Of the 93 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 ($5.75M), JPMorgan Chase & Co. ($892.90K), Private Ocean LLC ($825.51K), OLD Mission Capital LLC ($775.71K), Acorns Advisers LLC ($185.04K), 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 10,455,316 shares in the last 24 months. This purchase volume represents approximately $408.32M in transactions.

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

Of the 58 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), Janney Montgomery Scott LLC ($177.16K), Quent Capital LLC ($166.51K), Integrated Wealth Concepts LLC ($147.20K), Cambridge Investment Research Advisors Inc. ($118.98K), OLD Mission Capital LLC ($113.13K), and Litman Gregory Wealth Management LLC ($107.23K).

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

Institutional investors have sold a total of 2,547,564 shares in the last 24 months. This volume of shares sold represents approximately $118.38M in transactions.


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This page (NASDAQ:ESGE) was last updated on 1/18/2025 by MarketBeat.com Staff
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