iShares ESG Aware MSCI EAFE ETF

ESGD • NASDAQ

iShares ESG Aware MSCI EAFE ETF is an exchange-traded fund on NASDAQ. As of Q3 2025, 591 institutional investors hold shares in this ETF, with total holdings valued at $7.1B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $995.3M.

Overview

Overview of institutional ownership in ESGD as of Q3 2025

All Institutions

Institutions: 591
Value Held: $7.1B
Shares Held: 76.8M
Avg Position: $12.1M
Median Position: $660.9K

Hedge Funds

Hedge Funds: 5
Value Held: $6.9M
Shares Held: 74.0K
Avg Position: $1.4M
Median Position: $293.5K

Biggest Investors

Institutions with the largest positions in ESGD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$995.3M 0.07% of portfolio	10.7M shares	Q4 2022 Held for 2y 11m	$1.33T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$729.9M 0.05% of portfolio	7.8M shares	Q1 2023 Held for 2y 8m	$1.56T
Empower Advisory Group, LLC RIA/Wealth	Tina Marie Wilson CEO	$522.1M 1.45% of portfolio	5.6M shares	Q1 2023 Held for 2y 8m	$36.1B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$435.8M 0.06% of portfolio	4.7M shares	Q4 2022 Held for 2y 11m	$782.01B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$396.8M 0.02% of portfolio	4.3M shares	Q4 2022 Held for 2y 11m	$1.65T
T TIAA TRUST, NATIONAL ASSOCIATION Institution	-	$379.4M 0.92% of portfolio	4.1M shares	Q3 2023 Held for 2y 2m	$41.2B
FMR LLC Institution	-	$301.5M 0.02% of portfolio	3.2M shares	Q4 2022 Held for 2y 11m	$1.92T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$156.6M 0.03% of portfolio	1.7M shares	Q4 2022 Held for 2y 11m	$488.61B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$145.6M 0.04% of portfolio	1.6M shares	Q4 2022 Held for 2y 11m	$341.99B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$139.3M 0.02% of portfolio	1.5M shares	Q4 2022 Held for 2y 11m	$691.34B

Net Capital Flow

Institutional buying and selling activity for ESGD in Q3 2025

Net Flow: −$18.9M
Buyers: 259
Sellers: 192
Total Bought: +$215.1M
Total Sold: −$234.0M
Avg Position: $12.2M

Biggest Buyers

Institution	Net Bought	Current Position
JPMORGAN CHASE & CO Institution	+$32.5M +350.0K shares	$729.9M 7.8M shares
FMR LLC Institution	+$26.9M +288.9K shares	$301.5M 3.2M shares
Beacon Pointe Advisors, LLC RIA/Wealth	+$13.3M +142.7K shares	$19.2M 206.8K shares
L LPL Financial LLC Institution	+$12.2M +131.5K shares	$73.1M 785.7K shares
T TIAA TRUST, NATIONAL ASSOCIATION Institution	+$11.8M +127.5K shares	$379.4M 4.1M shares
Forefront Analytics, LLC RIA/Wealth	+$10.5M +112.5K shares	$17.2M 185.2K shares
B BlackRock, Inc. Institution	+$8.5M +91.2K shares	$76.6M 824.4K shares
P PUTNAM FL INVESTMENT MANAGEMENT CO Institution	+$6.5M +70.3K shares	$123.8M 1.3M shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$6.3M +68.1K shares	$124.4M 1.3M shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	+$5.0M +53.8K shares	$14.1M 151.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$58.2M −626.2K shares	$145.6M 1.6M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$45.0M −503.9K shares	Sold Off 0 shares
CITIGROUP INC Institution	−$27.8M −299.4K shares	$4.6M 49.9K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$17.3M −186.5K shares	$433.2K 4.7K shares
NORTHERN TRUST CORP Institution	−$13.9M −150.0K shares	$435.8M 4.7M shares
AMERIPRISE FINANCIAL INC Institution	−$8.8M −95.2K shares	$94.0M 1.0M shares
Mirae Asset Global Investments Co., Ltd. Long Only Manager	−$8.0M −86.3K shares	$10.1M 109.1K shares
J JANE STREET GROUP, LLC Institution	−$6.7M −75.4K shares	Sold Off 0 shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	−$5.2M −55.4K shares	$72.5M 780.2K shares
Federation des caisses Desjardins du Quebec Fund of Funds	−$3.6M −39.1K shares	$22.9M 246.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ESGD in Q3 2025

New Positions: 27
New Value: $39.5M
Exited Positions: 30
Exited Value: $55.7M

New Positions

Institution	Position Value
MML INVESTORS SERVICES, LLC RIA/Wealth	$24.6M 265.1K shares
PRINCIPAL FINANCIAL GROUP INC Institution	$8.6M 92.0K shares
Summit Wealth Group, LLC RIA/Wealth	$1.7M 18.1K shares
Savvy Advisors, Inc. RIA/Wealth	$695.5K 7.5K shares
Frisch Financial Group, Inc. RIA/Wealth	$579.1K 6.2K shares
Krilogy Financial LLC RIA/Wealth	$445.0K 4.7K shares
Sonoma Allocations LLC RIA/Wealth	$316.5K 3.4K shares
C Capital Management Associates, Inc RIA/Wealth	$298.0K 3.2K shares
Investment Research Partners LLC Hedge Fund•Multi-Strategy	$293.5K 3.1K shares
Maia Wealth LLC RIA/Wealth	$248.3K 2.6K shares

Exited Positions

Institution	Previous Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$45.0M 503.9K shares
J JANE STREET GROUP, LLC Institution	$6.7M 75.4K shares
FIRST FOUNDATION ADVISORS RIA/Wealth	$569.0K 6.4K shares
B Bell State Bank & Trust Institution	$553.1K 6.2K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$529.2K 5.9K shares
VERUS WEALTH MANAGEMENT, LLC RIA/Wealth	$356.9K 4.0K shares
Integrated Investment Consultants, LLC RIA/Wealth	$349.1K 3.9K shares
R Rede Wealth, LLC RIA/Wealth	$277.0K 3.1K shares
PRUDENTIAL FINANCIAL INC Institution	$267.7K 3.0K shares
P Patriot Financial Group Insurance Agency, LLC Institution	$267.4K 3.0K shares

Options Activity

Institutions with the largest Call and Put options positions in ESGD as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with ESGD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Forefront Analytics, LLC RIA/Wealth	Christopher Charles Geczy CEO	16.59% $17.2M	185.2K shares	Q2 2025 Held for 5 months	$103.8M
IMPACTfolio, LLC RIA/Wealth	Rebecca L Kennedy Managing Partner	15.41% $35.7M	384.2K shares	Q1 2023 Held for 2y 8m	$231.8M
Stanich Group LLC RIA/Wealth	Martin James Briesach Managing Partner	11.43% $18.7M	200.7K shares	Q4 2024 Held for 11 months	$163.3M
L LFA - Lugano Financial Advisors SA Institution	-	11.25% $21.3M	229.6K shares	Q2 2025 Held for 5 months	$189.7M
Bond & Devick Financial Network, Inc. RIA/Wealth	Richard James Devick CEO	9.16% $30.5M	327.6K shares	Q4 2022 Held for 2y 11m	$332.5M
Impact Investors, Inc RIA/Wealth	Shane Garret Yonston CCO	6.09% $9.2M	99.4K shares	Q4 2024 Held for 11 months	$151.9M
S SPINNAKER TRUST Institution	-	5.43% $97.6M	1.0M shares	Q1 2023 Held for 2y 8m	$1.8B
Shira Ridge Wealth Management RIA/Wealth	Laurean Sue Nardone Managing Partner	5.14% $12.1M	130.3K shares	Q4 2022 Held for 2y 11m	$235.7M
Windsor Capital Management, LLC RIA/Wealth	Donald Edward Peppler CCO	4.67% $16.9M	181.9K shares	Q4 2022 Held for 2y 11m	$362.2M
Laurel Wealth Planning LLC RIA/Wealth	Laura Ann Kuntz CEO	4.57% $8.6M	92.0K shares	Q1 2025 Held for 8 months	$187.3M

Hedge Fund Spotlight

Discover hedge funds investing in ESGD

Westend Capital Management LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerGeorge Brown Bolton

Portfolio Value: $343.2M
Positions: 252
Last Reported: Q3 2025

Sector Allocation

Position in iShares ESG Aware MSCI EAFE ETF

Market Value: $100.0K
Shares Held: 1.1K
Portfolio Weight: 0.03%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Boeing BA	Aerospace & Defense Industrials	$30.9M	9.01%
2 BABA Alibaba Group Holding Limited BABA	Unknown Unknown	$22.3M	6.50%
3 General Electric GE	Aerospace & Defense Industrials	$20.9M	6.10%

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