ESGD institutional holders

iShares ESG Aware MSCI EAFE ETF · 789 reporting institutions · $8.6B reported value

Funds that can replace ESGD · ESGD return decomposition

Institutional holdings

Institutions reporting ESGD, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$972.2M02026-06-30
Jpmorgan Chase & Co$796.6M02026-06-30
Empower Advisory Group, LLC$558.4M1,9802026-06-30
Northern Trust Corp$520.6M02026-06-30
Morgan Stanley$501M23,1852026-06-30
Fmr LLC$471M02026-06-30
TIAA Wealth Investment Management LLC$302.4M72026-06-30
UBS Group AG$160.8M02026-06-30
Wells Fargo & Company/mn$157.6M02026-06-30
Mercer Global Advisors Inc /adv$152.6M02026-06-30
US Bancorp$132.4M02026-06-30
Wealthfront Advisers LLC$132M402026-06-30
Northwestern Mutual Wealth Management Co$131M02026-06-30
Envestnet Pmc$125.6M602026-06-30
Goldman Sachs Group Inc$125.1M02026-06-30
TIAA-CREF Individual & Institutional Services, LLC$114.7M1,7212026-06-30
Flputnam Investment Management Co$108.8M782026-06-30
PNC Financial Services Group, Inc.$100.3M02026-06-30
Ameriprise Financial Inc$100.1M02026-06-30
Lpl Financial LLC$97.2M23,4582026-06-30
Spinnaker Trust$93.3M02026-06-30
Blackrock, Inc.$89.5M02026-06-30
Commonwealth Equity Services, LLC$87M2,8632026-06-30
Kb Prvo Drustvo Za Upravuvanje So Zadolzitelni I Dobrovolni Penziski Fondovi Ad Skopje$79.7M02026-06-30
Ep Wealth Advisors, LLC$67.5M3382026-06-30
Fiduciary Trust Co$65M02026-06-30
Fifth Third Bancorp$63.3M02026-06-30
Creative Planning$61.5M1,1712026-06-30
M&T Bank Corp$57.3M02026-06-30
Hightower Advisors, LLC$52.9M1,0462026-06-30
Royal Bank of Canada$52.4M02026-06-30
Mission Wealth Management, LP$50.6M1382026-06-30
Alliancebernstein LP$50M5172026-06-30
Impactfolio LLC$44.2M32026-06-30
Sei Investments Co$38.7M02026-06-30
Beacon Pointe Advisors, LLC$38.6M4662026-06-30
D.A. Davidson & Co.$36.6M6892026-06-30
Bond & Devick Wealth Partners$35.7M102026-06-30
Mariner, LLC$32.4M02026-06-30
High Note Wealth, LLC$32.2M42026-06-30
Composition Wealth, LLC$31.9M762026-06-30
Ally Invest Advisors$30.6M822026-06-30
Alti Global, Inc.$29.7M02026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$29M02026-06-30
Eastern Bank$28.8M02026-06-30
Jones Financial Companies LLLP$27.4M02026-06-30
Wealth Enhancement Advisory Services, LLC$26.7M1,0262026-06-30
Raymond James Financial Inc$26.4M02026-06-30
MML Investors Services, LLC$25.8M5,1202026-06-30
Keybank National Association/oh$25.6M02026-06-30
Mather Group, Llc.$24.8M1102026-06-30
Ellevest, Inc.$24.3M132026-06-30
Stanich Group LLC$24M42026-06-30
Bank of New York Mellon Corp$23.3M02026-06-30
Blair William & Co/il$23.2M3292026-06-30
Odyssey Group, LLC$22.6M42026-06-30
Howland Capital Management LLC$21M112026-06-30
Steward Partners Investment Advisory, LLC$20.1M4812026-06-30
Baird Financial Group, Inc.$19.7M02026-06-30
Finarc Investments, Inc.$19.1M22026-06-30
Windsor Capital Management, LLC$18.3M62026-06-30
Susquehanna International Group, LLP$17.8M02026-06-30
Stifel Financial Corp$17.6M02026-06-30
Edelman Financial Engines$16.9M7222026-06-30
Global Retirement Partners LLC$16.1M4912026-06-30
Private Advisor Group, LLC$15.8M9272026-06-30
Modera Wealth Management, LLC$15.1M1352026-06-30
Shira Ridge Wealth Management$13.9M42026-06-30
Sand Hill Global Advisors, LLC$13.6M202026-06-30
Wealth Architects, LLC$13.6M152026-06-30
Clarius Group, LLC$13.4M02025-12-31
Citadel Advisors LLC$13M02026-06-30
Alesco Advisors, LLC, An Esl Company$12.7M142026-06-30
Franklin Resources Inc$12.2M02026-06-30
Litman Gregory Wealth Management LLC$12M02025-12-31
Fund Evaluation Group, LLC$12M22026-06-30
Cetera Investment Advisers$11.9M10,3702026-06-30
Roof Eidam Maycock Peralta, LLC$11.6M52026-06-30
Truist Financial Corp$11.4M02026-06-30
Impact Investors, Inc$11.4M32026-06-30
Mirae Asset Global Investments Co., Ltd.$11.2M02026-06-30
Clearstead; Clearstead Advisory Solutions$10.9M642026-06-30
Wealthspire Advisors, LLC$10.9M2372026-06-30
Principal Financial Group Inc$10.8M02026-06-30
Forefront Analytics, LLC$10.7M42026-06-30
Rockefeller Capital Management LP$10.7M3462026-06-30
Newedge Advisors$10.5M6012026-06-30
Advisory Services Network$10.2M2532026-06-30
Cerity Partners LLC$10.1M7772026-06-30
Hb Wealth Management, LLC$9.9M1692026-06-30
Robertson Stephens Wealth Management, LLC$9.9M722026-06-30
Orgel Wealth Management, LLC$9.3M312026-06-30
Laurel Wealth Planning LLC$9.2M62026-06-30
Raffa Wealth Management, LLC$8.6M62026-06-30
Farther Finance Advisors, LLC$8.2M3342026-06-30
Apella Capital, LLC$8.1M1042026-06-30
Mascoma Wealth Management$8.1M112026-06-30
Envestnet Portfolio Solutions, Inc.$7.9M32026-06-30
Osaic Holdings, Inc.$7.8M02026-06-30
Xena Financial Planning, LLC$7.7M22026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$7.7M02026-06-30
Jnba Financial Advisors$7.7M302026-06-30
Old Mission Capital LLC$7.5M02026-06-30
One Capital Management, LLC$7.4M642026-06-30
Facet Wealth, Inc.$7.2M952026-06-30
Relyea Zuckerberg Hanson LLC$7M72026-06-30
Centennial Bank/ar$7M02026-06-30
Moneta Group Investment Advisors LLC$6.9M2562026-06-30
Corient Private Wealth LP$6.8M6742026-06-30
Kestra Advisory Services, LLC$6.5M1,4792026-06-30
Quent Capital, LLC$6.5M02026-06-30
Northrock Partners, LLC$6.5M912026-06-30
Accredited Investors Inc.$6.5M32026-06-30
Focus Partners Wealth$6.5M1,0482026-06-30
Assembly Wealth$6.3M62026-06-30
Fisher Asset Management, LLC$6.2M2,9842026-06-30
Central Trust Co$6.2M02026-06-30
Oppenheimer Asset Management$6.1M52026-06-30
Rvw Wealth, LLC$5.9M82026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$5.9M992026-06-30
Citizens Financial Group Inc/ri$5.8M02026-06-30
Bsw Wealth Partners$5.7M02026-06-30
Cresset Asset Management, LLC$5.3M2122026-06-30
Savant Wealth Management$5.2M4052026-06-30
True Blue Financial, LLC$5.1M32026-06-30
Garde Capital, Inc.$5.1M92026-06-30
Decker Retirement Planning Inc.$4.9M102026-06-30
&partners$4.8M5552026-06-30
Federation Des Caisses Desjardins Du Quebec$4.7M02026-06-30
Pitcairn Wealth Advisors LLC$4.7M402026-06-30
CIBC Bancorp USA Inc.$4.6M02026-06-30
Blue Sky Capital Consultants Group, Inc.$4.6M72026-06-30
Heritage Wealth Advisors$4.5M152026-06-30
Blue Edge Capital, LLC$4.5M42026-06-30
Veridan Wealth$4.5M42026-06-30
Balanced Rock Investment Advisors LLC$4.5M52026-06-30
Midwest Financial Partners$4.4M92026-06-30
Legacy Edge Advisors, LLC$4.4M182026-06-30
Pine Haven Investment Counsel, Inc$4.1M22026-06-30
Cedar Cove Wealth Partners$4.1M102026-06-30
Integris Wealth Management, LLC$4.1M122026-06-30
Keel Point, LLC$4.1M492026-06-30
Ecio, Inc.$4.1M52026-06-30
Nottingham Advisors, Inc.$4.1M82026-06-30
Aptus Capital Advisors, LLC$4.1M212026-06-30
Dunhill Financial, LLC$4.1M122026-06-30
Brio Consultants, LLC$4.1M162026-06-30
Affiance Financial, LLC$4M122026-06-30
Canandaigua National Bank & Trust Co$3.8M02026-06-30
Modern Wealth Management, LLC$3.8M1612026-06-30
Bailard, Inc.$3.8M402026-06-30
Midwest Trust Co$3.8M02026-06-30
Integrated Wealth Concepts LLC$3.8M4802026-06-30
Sincerus Advisory, LLC$3.8M32026-06-30
Axxcess Wealth Management, LLC$3.8M382026-06-30
Captrust Financial Advisors$3.7M9622026-06-30
Hamrick Investment Counsel, LLC$3.7M32026-06-30
Vision Capital Management, Inc.$3.7M02026-06-30
Canandaigua National Corp$3.7M02026-03-31
Hilltop Wealth Advisors, LLC$3.7M112026-06-30
Silver Oak Wealth Advisors Services, LLC$3.6M32026-06-30
Dorsey & Whitney Trust Co LLC$3.6M02026-06-30
Wealth Advisory Team LLC$3.5M42026-06-30
Crux Wealth Advisors$3.4M92026-06-30
Gc Wealth Management RIA, LLC$3.4M352026-06-30
Plancorp, LLC$3.4M522026-06-30
Klaas Financial Asset Advisors, LLC$3.4M142026-06-30
Wit, LLC$3.3M02026-06-30
Montis Financial, LLC$3.3M162026-06-30
Gould Asset Management LLC /ca$3.3M02026-06-30
Annis Gardner Whiting Capital Advisors, LLC$3.1M142026-06-30
Baron Financial Group, LLC$3.1M42026-06-30
Geowealth Management, LLC$3.1M02026-06-30
McKinley Carter Wealth Services, Inc.$3.1M252026-06-30
Wesbanco Investment Department$3.1M12026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$3.1M02026-06-30
Ima Advisory Services, Inc.$3M482026-06-30
Pioneer Wealth Management Group$3M112026-06-30
Sageview Advisory Group, LLC$3M942026-06-30
Haverford Trust Co$3M02026-06-30
Brookstone Capital Management$2.9M3372026-06-30
Rtd Financial Advisors, Inc.$2.9M202026-06-30
Diversified Trust Co$2.9M02026-06-30
Brooklyn Fi, LLC$2.9M152026-06-30
Ferguson Wellman Capital Management, Inc$2.8M272026-06-30
Brandywine Oak Private Wealth LLC$2.8M102026-06-30
Torren Management, LLC$2.8M42026-06-30
Jmg Financial Group, Ltd.$2.7M482026-06-30
Soa Wealth Advisors, Llc.$2.7M102026-06-30
Grimes & Co Wealth Management, LLC$2.7M382026-06-30
Halbert Hargrove Global Advisors, LLC$2.7M432026-06-30
Choreo, LLC$2.7M1482026-06-30
One Wealth Advisors, LLC$2.6M112026-06-30
Compound Planning, Inc.$2.6M752026-06-30
Wingate Wealth Advisors, Inc.$2.6M152026-06-30
Laird Norton Wetherby Wealth Management, LLC$2.5M612025-09-30
Triagen Wealth Management LLC$2.5M32026-06-30
Freestone Capital Holdings, LLC$2.5M662026-06-30
Cranbrook Wealth Management, LLC$2.5M52026-06-30
Aureum Wealth Management, LLC$2.4M32026-06-30
Cfm Wealth Partners LLC$2.4M22026-06-30
Alaska Wealth Advisors, LLC$2.4M132026-06-30
Rebel Financial LLC$2.4M72026-03-31
Vicus Capital$2.4M902026-06-30
Bigsur Wealth Management LLC$2.4M52026-06-30
National Bank of Canada /fi$2.3M02026-06-30
Citigroup Inc$2.3M02026-06-30
Charter Oak Capital Management, LLC$2.3M02026-03-31
Olio Financial Planning$2.2M122026-06-30
Merit Financial Group, LLC$2.2M2952026-06-30
Financial Advisors, LLC$2.2M02025-09-30
Sanctuary Advisors, LLC$2.2M4012026-06-30
Long Run Wealth Advisors, LLC$2.1M02025-12-31
Pathstone Holdings, LLC$2.1M02026-06-30
Coldstream Capital Management Inc$2.1M1362026-06-30
First Financial Bank - Trust Division$2.1M02026-06-30
Values Added Financial LLC$2.1M82026-06-30
Birchbrook, Inc.$2M62026-06-30
Chicago Partners Investment Group LLC$2M572026-06-30
Planning Alternatives Ltd /adv$2M102026-06-30
Okabena Investment Services Inc$1.9M42026-06-30
Mai Capital Management$1.9M3082026-06-30
Madrid Wealth Management, LLC$1.9M42026-06-30
White Lighthouse Investment Management Inc.$1.9M62026-06-30
Ryan Investment Management, Inc.$1.8M32026-06-30
Elevation Wealth Partners, LLC$1.8M02026-06-30
Weil Company, Inc.$1.8M132026-06-30
Acropolis Investment Management, LLC$1.8M372026-06-30
Rhs Financial, LLC$1.8M22026-06-30
Richard P. Slaughter Associates, Inc.$1.8M142026-06-30
Birchwood Financial Partners, Inc.$1.8M92026-06-30
Trilogy Capital, Inc.$1.8M722026-06-30
Pure Financial Advisors, LLC$1.8M882026-06-30
Cgn Advisors LLC$1.7M362026-06-30
Parallel Advisors, LLC$1.7M752026-06-30
Summit Wealth Group, LLC$1.7M02026-06-30
Penobscot Wealth Management$1.7M82026-06-30
Portland Global Advisors LLC$1.7M112026-06-30
Coastline Trust Co$1.6M02026-06-30
Williams & Novak, LLC$1.6M52026-06-30
Western Wealth Management, LLC$1.6M1122026-06-30
Wealthcollab, LLC$1.6M12026-06-30
Schneider Downs Wealth Management Advisors, LP$1.6M222026-06-30
Focus Partners Advisor Solutions, LLC$1.6M422026-06-30
Caliber Wealth Management, LLC / Ks$1.6M142026-06-30
Sage Advisory Services, Ltd.co.$1.6M02026-06-30
Werba Rubin Papier Wealth Management, LLC$1.6M72026-06-30
Harbour Investments, Inc.$1.5M2472026-06-30
Armbruster Capital Management, Inc.$1.5M62026-06-30
Drw Securities, LLC$1.4M02026-06-30

The 250 largest of 789 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30