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iShares ESG Aware MSCI EAFE ETF

641 hedge funds and large institutions have $7.61B invested in iShares ESG Aware MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 265 increasing their positions, 195 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 24

36% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 195

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

8% more capital invested

Capital invested by funds: $7.03B → $7.61B (+$583M)

6% more funds holding

Funds holding: 606641 (+35)

1.15% less ownership

Funds ownership: 79.24%78.09% (-1.2%)

Holders
641
Holders Change
+35
Holders Change %
+5.78%
% of All Funds
8.44%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
72
Increased
265
Reduced
195
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
126
Focus Partners Wealth
Massachusetts
$3.71M +$599K +7,020 +20%
BRIA
127
Balanced Rock Investment Advisors
Massachusetts
$3.66M +$64.3K +754 +2%
DF
128
Dunhill Financial
United Kingdom
$3.61M +$243K +2,846 +8%
CNBT
129
Canandaigua National Bank & Trust
New York
$3.57M -$166K -1,942 -5%
WWP
130
Waypoint Wealth Partners
California
$3.49M
BSCCG
131
Blue Sky Capital Consultants Group
California
$3.47M +$163K +1,907 +5%
KP
132
Keel Point
Alabama
$3.43M +$58.8K +690 +2%
KAS
133
Kestra Advisory Services
Texas
$3.38M -$119K -1,390 -4%
P
134
Pitcairn
Pennsylvania
$3.34M -$789K -9,254 -20%
PA
135
Parkside Advisors
California
$3.32M -$146K -1,709 -4%
DWT
136
Dorsey & Whitney Trust
South Dakota
$3.3M +$341K +4,000 +12%
SAG
137
SageView Advisory Group
California
$3.25M +$57.6K +676 +2%
DRP
138
Decker Retirement Planning
Utah
$3.24M +$3.08M +36,174 +38,897%
AWM
139
Axxcess Wealth Management
California
$3.23M -$79.7K -935 -3%
PL
140
Plancorp LLC
Missouri
$3.23M -$190K -2,224 -6%
HWA
141
Hilltop Wealth Advisors
North Carolina
$3.16M +$807K +9,461 +36%
MCWS
142
McKinley Carter Wealth Services
West Virginia
$3.12M -$213K -2,493 -7%
SOWAS
143
Silver Oak Wealth Advisors Services
California
$3.12M +$225K +2,638 +8%
VCM
144
Vision Capital Management
Oregon
$3.03M +$170K +1,995 +6%
BC
145
Brio Consultants
California
$3.02M +$236K +2,762 +9%
ACA
146
Aptus Capital Advisors
Alabama
$3.02M -$92.8K -1,088 -3%
HWA
147
Heritage Wealth Advisors
Virginia
$3M +$534K +6,265 +23%
PHIC
148
Pine Haven Investment Counsel
Massachusetts
$2.99M +$35.5K +416 +1%
MT
149
Midwest Trust
Kansas
$2.96M +$2.83M +33,224 New
BFG
150
Baron Financial Group
New Jersey
$2.96M -$64.8K -760 -2%

ESGD Hedge Fund Activity: Q2 2025 in Review

641 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2025, worth a combined $7.61B — up 8.3% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ESGD positions and 24 closed out — a net gain of 48 holders — while 265 added to existing stakes and 195 trimmed.

The largest buyer was Betterment LLC, adding an estimated $47.8M. The largest seller was Northern Trust, cutting an estimated $69.8M.

  • 641 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2025, up from 606 in Q1 2025.
  • Funds reported $7.61B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2025, up 8.3% quarter-over-quarter.
  • 72 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2025 and 24 closed out, a net change of +48 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2025 was Betterment LLC, an estimated $47.8M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2025 was Northern Trust, an estimated $69.8M sold.

Based on aggregated 13F filings for Q2 2025.