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iShares ESG Aware MSCI EM ETF (ESGE) Institutional Ownership

iShares ESG Aware MSCI EM ETF logo
$34.17 +0.02 (+0.06%)
(As of 11/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$74.07M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$25.96M
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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
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%
10/18/2024ST 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%
8/16/2024Sunbelt 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%
7/20/2024 First Horizon Advisors Inc.9,220$309K0.0%+19.7%0.007%
7/20/2024Continuum Advisory LLC6,837$229K0.0%+8.7%0.005%
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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%
7/8/2024ST 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%
5/17/2024 Comerica Bank77,829$2.51M0.0%-4.6%0.062%
5/15/2024SVB Wealth LLC11,056$356K0.0%-28.5%0.009%
5/15/2024 Blue Edge Capital LLC43,530$1.40M0.2%+17.4%0.034%
5/14/2024 OLD Mission Capital LLC299,724$9.66M0.2%-27.2%0.237%
5/10/2024 TIAA Trust National Association5,087,975$163.99M0.5%+2.3%4.028%
5/4/2024 Gould Asset Management LLC CA25,111$809K0.2%-2.0%0.020%
5/3/2024 Whittier Trust Co.16,136$520K0.0%+431.1%0.013%
5/2/2024 Haverford Trust Co32,029$1.03M0.0%+10.6%0.025%
5/2/2024 Quent Capital LLC87,518$2.82M0.3%+12.2%0.069%
5/1/2024 Janney Montgomery Scott LLC39,306$1.27M0.0%+3.6%0.031%
5/1/2024 BNP Paribas Financial Markets2,133$69K0.0%+78.8%0.002%
5/1/2024 Avior Wealth Management LLC143,737$4.63M0.2%N/A0.114%
4/30/2024 JMG Financial Group Ltd.42,643$1.37M0.1%-13.0%0.034%
4/25/2024 Bear Mountain Capital Inc.46,361$1.45M0.6%-5.0%0.036%
4/25/2024 HTLF Bank6,245$201K0.0%N/A0.005%
4/25/2024 Valeo Financial Advisors LLC10,337$328K0.0%+4.2%0.008%
4/25/2024 Cambridge Investment Research Advisors Inc.213,939$6.90M0.0%-13.5%0.168%
4/23/2024 Morton Brown Family Wealth LLC7,014$226K0.1%+5.3%0.005%
4/23/2024 Strategic 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%
4/9/2024 Montecito Bank & Trust17,397$561K0.1%-20.1%0.014%
4/8/2024 Tompkins Financial Corp1,289$42K0.0%-98.5%0.001%
4/2/2024ST 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%
2/15/2024 OLD Mission Capital LLC411,841$13.20M0.2%-0.2%0.325%
2/14/2024 Vermillion & White Wealth Management Group LLC1,632$52K0.1%N/A0.001%
2/13/2024 Jones Financial Companies Lllp56,635$1.82M0.0%-2.0%0.045%
2/12/2024 Partners Capital Investment Group LLP323,928$10.39M0.2%+9.4%0.256%
2/12/2024 Tradition Wealth Management LLC21,840$700K0.1%+7.3%0.017%
2/12/2024 Parallel Advisors LLC26,941$864K0.0%-18.6%0.021%
2/12/2024 Heritage Wealth Advisors38,047$1.22M0.1%+13.3%0.030%
2/9/2024 Cambridge Investment Research Advisors Inc.247,270$7.93M0.0%+7.6%0.195%
2/8/2024 Haverford Trust Co28,959$928K0.0%-10.0%0.023%
2/8/2024 Janney Montgomery Scott LLC37,945$1.22M0.0%+26.1%0.030%
2/7/2024 Bogart Wealth LLC5,028$161K0.0%+17.8%0.004%
2/6/2024Provence Wealth Management Group3,056$98K0.1%-28.2%0.002%
2/6/2024 Natixis Advisors L.P.19,785$634K0.0%+5.3%0.016%
2/6/2024 First Horizon Advisors Inc.8,115$260K0.0%-67.3%0.006%
2/2/2024 Gould Asset Management LLC CA25,631$822K0.2%+3.6%0.020%
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2/2/2024 JMG Financial Group Ltd.49,000$1.57M0.1%+3.3%0.039%
1/30/2024SVB Wealth LLC15,470$496K0.0%-6.2%0.012%
1/30/2024 Bear Mountain Capital Inc.48,823$1.49M0.6%N/A0.039%
1/29/2024Baystate Wealth Management LLC51,493$1.65M0.1%+4.6%0.041%
1/29/2024 ORG Partners LLC1,951$63K0.0%+341.4%0.002%
1/29/2024 Money Design Co. Ltd.465,433$14.92M0.8%+5.7%0.367%
1/25/2024 Strategic Blueprint LLC13,972$448K0.0%-7.4%0.011%
1/24/2024 Private Trust Co. NA13,079$419K0.0%-12.3%0.010%
1/23/2024 TIAA Trust National Association4,975,624$159.52M0.5%+3.0%3.927%
1/23/2024Private Ocean LLC524,539$16.82M1.7%+56.6%0.414%
(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, 107 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. ($46.27M), 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 90 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), Private Ocean LLC ($825.51K), JPMorgan Chase & Co. ($809.64K), 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 10,347,676 shares in the last 24 months. This purchase volume represents approximately $404.77M in transactions.

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

Of the 57 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 2,553,404 shares in the last 24 months. This volume of shares sold represents approximately $119.10M in transactions.



This page (NASDAQ:ESGE) was last updated on 11/17/2024 by MarketBeat.com Staff
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