We are live on ! Find out more
ESGD icon

iShares ESG Aware MSCI EAFE ETF

607 hedge funds and large institutions have $6.58B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 280 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 38

79% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 156

4% more funds holding

Funds holding: 586607 (+21)

2.41% more ownership

Funds ownership: 79.44%81.85% (+2.4%)

5% less capital invested

Capital invested by funds: $6.95B → $6.58B (-$366M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
607
Holders Change
+21
Holders Change %
+3.58%
% of All Funds
8%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
73
Increased
280
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
201
Elwood & Goetz Wealth Advisory Group
Georgia
$1.49M +$353K +4,435 +29%
CCM
202
Coldstream Capital Management
Washington
$1.49M +$3.58K +45 +0.2%
PGA
203
Portland Global Advisors
Maine
$1.43M -$3.18K -40 -0.2%
HTC
204
Haverford Trust Company
Pennsylvania
$1.42M +$415K +5,220 +39%
SWG
205
Summit Wealth Group
Vermont
$1.39M +$48.9K +615 +3%
WN
206
Williams & Novak
California
$1.38M -$190K -2,394 -12%
B
207
Birchbrook
Maine
$1.38M +$5.01K +63 +0.3%
CA
208
CGN Advisors
Kansas
$1.37M +$88.9K +1,117 +7%
EWP
209
Elevation Wealth Partners
California
$1.37M -$271K -3,403 -16%
CPIG
210
Chicago Partners Investment Group
Illinois
$1.34M +$17.4K +219 +1%
PA
211
Planning Alternatives
Michigan
$1.33M +$126K +1,589 +10%
CB
212
Centennial Bank
Arkansas
$1.3M -$109K -1,375 -7%
PA
213
Parallel Advisors
California
$1.26M +$68.3K +858 +5%
CCA
214
Cobblestone Capital Advisors
New York
$1.25M +$48.3K +607 +4%
JFGLC
215
Johnson Financial Group LLC (Colorado)
Colorado
$1.25M +$51.6K +648 +4%
BBHC
216
Brown Brothers Harriman & Co
New York
$1.24M
NP
217
NorthRock Partners
Minnesota
$1.24M -$139K -1,741 -10%
BF
218
Brooklyn FI
New York
$1.24M +$37.7K +474 +3%
W
219
WealthCollab
Washington
$1.2M +$118K +1,480 +10%
CFG
220
Carr Financial Group
Massachusetts
$1.2M -$3.42K -43 -0.3%
MF
221
Montis Financial
Massachusetts
$1.13M +$389K +4,884 +49%
SWA
222
Sax Wealth Advisors
New Jersey
$1.12M -$340K -4,272 -22%
CFP
223
Cascade Financial Partners
California
$1.1M
PCA
224
Pallas Capital Advisors
Massachusetts
$1.08M -$27.2K -342 -2%
HNB
225
Huntington National Bank
Ohio
$1.08M

ESGD Hedge Fund Activity: Q4 2024 in Review

607 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2024, worth a combined $6.58B — down 5.3% from $6.95B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ESGD positions and 38 closed out — a net gain of 35 holders — while 280 added to existing stakes and 156 trimmed.

The largest buyer was Northern Trust, adding an estimated $77.4M. The largest seller was Fifth Third Bancorp, cutting an estimated $33.5M.

  • 607 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2024, up from 586 in Q3 2024.
  • Funds reported $6.58B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 73 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2024 and 38 closed out, a net change of +35 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2024 was Northern Trust, an estimated $77.4M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2024 was Fifth Third Bancorp, an estimated $33.5M sold.

Based on aggregated 13F filings for Q4 2024.