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iShares ESG Advanced MSCI EAFE ETF
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Overview Fund Activity

221 hedge funds and large institutions have $575M invested in iShares ESG Advanced MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 97 reducing their positions, and 14 closing their positions.

Holders
221
Holders Change
+11
Holders Change %
+5.24%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
65
Reduced
97
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bailard
California
$5.27M
2
LPL Financial
2
LPL Financial
California
$25.6M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$2.78M
4
RWP
4
RWA Wealth Partners
Massachusetts
$9.62M
5
DRP
5
Decker Retirement Planning
Utah
$2.23M

Top Sellers

1
PAS
1
Park Avenue Securities
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FTUS
3
Flow Traders U.S.
New York
$8.07M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.87M
5
BlackRock
5
BlackRock
New York
$63M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$1.57M 21,058 +227 +1%
HGWM
52
Horst & Graben Wealth Management
Oregon
$1.57M 21,038 -897 -4%
XPN
53
XY Planning Network
Montana
$1.55M 20,837 -1,204 -5%
UCFA
54
United Capital Financial Advisors
Texas
$1.53M 20,585 -1,465 -7%
PWM
55
Perigon Wealth Management
California
$1.52M 20,363 -246 -1%
MMA
56
Miracle Mile Advisors
California
$1.47M 19,786 +19,786 New
OWM
57
Opes Wealth Management
California
$1.47M 19,755 -1,490 -7%
GAM
58
Gould Asset Management
California
$1.45M 19,450 – –
SHJ
59
Sharkey, Howes & Javer
Colorado
$1.36M 18,309 +380 +2%
PL
60
Plancorp LLC
Missouri
$1.35M 18,163 – –
SPIA
61
Steward Partners Investment Advisory
New York
$1.32M 17,725 -1,363 -7%
CWM
62
Congress Wealth Management
Massachusetts
$1.3M 17,515 +2,158 +14%
SRB
63
Shotwell Rutter Baer
Michigan
$1.3M 17,410 +46 +0.3%
RWP
64
Revolve Wealth Partners
New Jersey
$1.29M 17,329 -120 -0.7%
DL
65
DOHJ LLC
Washington
$1.28M 18,783 -11,627 -38%
GM
66
GeoWealth Management
Illinois
$1.24M 16,717 +5,495 +49%
MWM
67
Modern Wealth Management
Kansas
$1.23M 16,507 -3,139 -16%
Wells Fargo
68
Wells Fargo
California
$1.22M 16,395 -841 -5%
EH
69
Equitable Holdings
New York
$1.21M 16,261 -2,318 -12%
SW
70
SoFi Wealth
California
$1.17M 15,771 +6,056 +62%
Creative Planning
71
Creative Planning
Kansas
$1.16M 15,597 +174 +1%
RSWM
72
Robertson Stephens Wealth Management
California
$1.07M 14,382 +14,382 New
FA
73
Financial Advisors
Massachusetts
$997K 13,395 +8,314 +164%
VWA
74
VERITY Wealth Advisors
United States
$988K 13,266 – –
Lazard Asset Management
75
Lazard Asset Management
New York
$983K 13,209 – –
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