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iShares ESG Aware MSCI EAFE ETF

642 hedge funds and large institutions have $7.9B invested in iShares ESG Aware MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 274 increasing their positions, 177 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 177

52% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 33

4% more capital invested

Capital invested by funds: $7.61B → $7.9B (+$291M)

0% more funds holding

Funds holding: 641642 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.35% less ownership

Funds ownership: 78.09%77.74% (-0.35%)

Holders
642
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.43%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
50
Increased
274
Reduced
177
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
301
Kingswood Wealth Advisors
California
$781K -$42.4K -469 -5%
PFM
302
Peak Financial Management
Massachusetts
$781K +$10.4K +115 +1%
OBWG
303
Onyx Bridge Wealth Group
New York
$778K +$30.9K +341 +4%
WCFA
304
Walkner Condon Financial Advisors
Wisconsin
$770K +$9.5K +105 +1%
PFA
305
Pathway Financial Advisors
Vermont
$741K +$490K +5,420 +213%
WSWA
306
Warren Street Wealth Advisors
California
$733K -$63K -696 -8%
FG
307
Foster Group
Iowa
$729K +$18.7K +207 +3%
LFA
308
Level Financial Advisors
New York
$729K -$111K -1,224 -13%
WT
309
Whittier Trust
California
$729K +$814 +9 +0.1%
HSWS
310
Higgins & Schmidt Wealth Strategies
Colorado
$724K +$18K +199 +3%
MCCA
311
Mill Creek Capital Advisors
Pennsylvania
$720K -$119K -1,320 -15%
SAI
312
Savvy Advisors Inc
New York
$695K +$677K +7,480 New
WWM
313
WT Wealth Management
Arizona
$691K -$18.7K -207 -3%
SG
314
Sharper & Granite
California
$691K +$2.08K +23 +0.3%
ATC
315
Argent Trust Co
Tennessee
$684K
VWA
316
VERITY Wealth Advisors
United States
$682K
PTC
317
Private Trust Company
Ohio
$677K
P
318
Pitcairn
Pennsylvania
$662K -$2.74M -30,296 -81%
Vontobel Holding
319
Vontobel Holding
Switzerland
$661K -$1.36K -15 -0.2%
WA
320
Waverly Advisors
Alabama
$646K -$1.81K -20 -0.3%
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$642K -$3.89K -43 -0.6%
AA
322
Advisory Alpha
Michigan
$638K +$84.6K +935 +16%
SFG
323
Sage Financial Group
Pennsylvania
$635K +$21.4K +237 +4%
AA
324
Addison Advisors
Vermont
$633K +$15.8K +175 +3%
AA
325
Aufman Associates
Pennsylvania
$632K

ESGD Hedge Fund Activity: Q3 2025 in Review

642 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2025, worth a combined $7.9B — up 3.8% from $7.61B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ESGD positions and 33 closed out — a net gain of 17 holders — while 274 added to existing stakes and 177 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $31.7M. The largest seller was Envestnet Asset Management, cutting an estimated $56.7M.

  • 642 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2025, up from 641 in Q2 2025.
  • Funds reported $7.9B of iShares ESG Aware MSCI EAFE ETF stock for Q3 2025, up 3.8% quarter-over-quarter.
  • 50 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2025 and 33 closed out, a net change of +17 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $31.7M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $56.7M sold.

Based on aggregated 13F filings for Q3 2025.