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iShares ESG Aware MSCI EAFE ETF

636 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, 273 increasing their positions, 174 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
301
Kingswood Wealth Advisors
California
$781K
PFM
302
Peak Financial Management
Massachusetts
$781K
OBWG
303
Onyx Bridge Wealth Group
New York
$778K
WCFA
304
Walkner Condon Financial Advisors
Wisconsin
$770K
PFA
305
Pathway Financial Advisors
Vermont
$741K
WSWA
306
Warren Street Wealth Advisors
California
$733K
FG
307
Foster Group
Iowa
$729K
LFA
308
Level Financial Advisors
New York
$729K
WT
309
Whittier Trust
California
$729K
HSWS
310
Higgins & Schmidt Wealth Strategies
Colorado
$724K
MCCA
311
Mill Creek Capital Advisors
Pennsylvania
$720K
SAI
312
Savvy Advisors Inc
New York
$695K
WWM
313
WT Wealth Management
Arizona
$691K
SG
314
Sharper & Granite
California
$691K
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
Vontobel Holding
319
Vontobel Holding
Switzerland
$661K
WA
320
Waverly Advisors
Alabama
$646K
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$642K
AA
322
Advisory Alpha
Michigan
$638K
SFG
323
Sage Financial Group
Pennsylvania
$635K
AA
324
Addison Advisors
Vermont
$633K
AA
325
Aufman Associates
Pennsylvania
$632K