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iShares ESG Aware MSCI EAFE ETF

603 hedge funds and large institutions have $7.03B invested in iShares ESG Aware MSCI EAFE ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 190 increasing their positions, 252 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-3
Holders Change %
-0.5%
% of All Funds
8.19%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
43
Increased
190
Reduced
252
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
451
Congress Wealth Management
Massachusetts
$251K +$251K +3,075 New
MCCP
452
Mission Creek Capital Partners
California
$249K -$594K -7,268 -70%
CA
453
Continuum Advisory
Idaho
$247K +$817 +10 +0.3%
TLFA
454
True Link Financial Advisors
California
$247K -$43.2K -529 -15%
WIA
455
World Investment Advisors
California
$243K -$77.9K -954 -24%
VCP
456
Verus Capital Partners
Arizona
$242K
GWSG
457
GPS Wealth Strategies Group
Colorado
$239K +$2.04K +25 +0.9%
MFC
458
Morris Financial Concepts
South Carolina
$238K +$13.4K +164 +6%
AWA
459
ARQ Wealth Advisors
Arizona
$238K +$163 +2 +0.1%
PMFA
460
Plante Moran Financial Advisors
Michigan
$234K -$7.19K -88 -3%
CWS
461
Confluence Wealth Services
Pennsylvania
$233K +$12.1K +146 +5%
BWA
462
Bordeaux Wealth Advisors
California
$228K
AWS
463
Atria Wealth Solutions
New York
$228K +$228K +2,794 New
FDCP
464
Foster Dykema Cabot & Partners
Massachusetts
$225K -$757K -9,261 -77%
FFA
465
Founders Financial Alliance
North Carolina
$225K +$147K +1,800 +189%
LSPW
466
Lake Street Private Wealth
Illinois
$225K
TCOV
467
Trust Company of Vermont
Vermont
$222K +$11.7K +143 +6%
EWA
468
Etesian Wealth Advisors
Oregon
$220K +$220K +2,696 New
NW
469
NewEdge Wealth
Pennsylvania
$220K -$4.98K -61 -2%
YIH
470
Y-Intercept (HK)
Hong Kong
$219K +$219K +2,684 New
CAM
471
Clarity Asset Management
Iowa
$219K -$531K -6,499 -71%
VFP
472
Vested Financial Planning
California
$219K -$67.6K -828 -24%
RRA
473
Round Rock Advisors
Connecticut
$216K
SFG
474
Stonebridge Financial Group
Pennsylvania
$215K -$29.6K -362 -12%
CFA
475
CWS Financial Advisors
Michigan
$214K +$214K +2,620 New