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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

580 hedge funds and large institutions have $6.47B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 245 increasing their positions, 195 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
8.44%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.25%
New
38
Increased
245
Reduced
195
Closed
24
Calls
$47K
Puts
–
Net Calls
+$47K
Net Calls Change
+$47K

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$345M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$120M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.4M
4
EWA
4
EP Wealth Advisors
California
$39.2M
5
AA
5
Acorns Advisers
California
$103M

Top Sellers

1
Betterment LLC
1
Betterment LLC
New York
$264M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$361M
3
FA
3
Forefront Analytics
Pennsylvania
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$463M
5
Morgan Stanley
5
Morgan Stanley
New York
$393M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
126
Integris Wealth Management
California
$3.37M -$94.5K -1,200 -3%
WWP
127
Waypoint Wealth Partners
California
$3.34M -$17.3K -220 -0.5%
PL
128
Plancorp LLC
Missouri
$3.17M -$123K -1,559 -4%
LNWWM
129
Laird Norton Wetherby Wealth Management
California
$3.08M +$945 +12 +0%
PAS
130
Park Avenue Securities
New York
$3.07M +$19.3K +245 +0.6%
MCWS
131
McKinley Carter Wealth Services
West Virginia
$3.04M -$44.7K -568 -1%
CTC
132
Central Trust Company
Missouri
$3.01M -$9.85K -125 -0.3%
CAM
133
Cresset Asset Management
Illinois
$2.95M +$146K +1,849 +5%
KP
134
Keel Point
Alabama
$2.94M +$52.6K +666 +2%
WP
135
WealthShield Partners
North Carolina
$2.84M +$38.4K +488 +1%
JFG
136
JMG Financial Group
Illinois
$2.81M – – –
BFG
137
Baron Financial Group
New Jersey
$2.79M -$146K -1,855 -5%
PA
138
Parkside Advisors
California
$2.78M +$169K +2,145 +6%
FWI
139
Facet Wealth Inc
Maryland
$2.76M +$604K +7,598 +28%
GWMR
140
GC Wealth Management RIA
Massachusetts
$2.69M +$7.33K +93 +0.3%
AWM
141
Axxcess Wealth Management
California
$2.65M +$1.16M +14,693 +77%
MFG
142
Merit Financial Group
Georgia
$2.64M +$16.3K +207 +0.6%
VCM
143
Vision Capital Management
Oregon
$2.57M -$164K -2,078 -6%
AA
144
Axiom Advisory
California
$2.5M +$2.5M +31,500 New
PHIC
145
Pine Haven Investment Counsel
Massachusetts
$2.48M +$102K +1,291 +4%
GAM
146
Gould Asset Management
California
$2.46M +$65K +825 +3%
RJA
147
Raymond James & Associates
Florida
$2.46M -$117K -1,487 -5%
FA
148
Financial Advisors
Massachusetts
$2.43M +$36.4K +462 +2%
CL
149
Choreo LLC
Illinois
$2.36M +$238K +3,015 +11%
DWT
150
Dorsey & Whitney Trust
South Dakota
$2.36M +$299K +3,800 +15%
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