ESGD — ISHARES TRUST ISHARES ESG AWARE MSCI EAFE ETF
As of Q2 2026, 18 SEC-registered investment managers reported holding ESGD (ISHARES TRUST ISHARES ESG AWARE MSCI EAFE ETF) in their latest 13F filings, with a combined reported value of $3.96B across 38.52M shares. That is +30.0% by share count (+8.88M shares) versus the previous quarter, while reported value moved +39.7%. Ownership is concentrated: the five largest holders account for 82.4% of reported value and the top ten for 98.4%.
Compared with the prior quarter, 2 opened new positions, 12 added to existing stakes, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 9.46M | $972.16M | 0.07% | Hold |
| JPMorgan Chase & Co history | Q2 2026 | 7.77M | $796.64M | 0.09% | New |
| Northern Trust Corp history | Q2 2026 | 5.06M | $520.64M | 0.06% | Add |
| Morgan Stanley history | Q2 2026 | 4.87M | $501.02M | 0.03% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 4.58M | $471.01M | 0.02% | Add |
| UBS Group AG history | Q2 2026 | 1.56M | $160.77M | 0.02% | Add |
| Wells Fargo & Co history | Q2 2026 | 1.53M | $157.65M | 0.03% | Add |
| Goldman Sachs Group history | Q2 2026 | 1.22M | $125.08M | 0.01% | Reduce |
| PNC Financial Services history | Q2 2026 | 975.97K | $100.34M | 0.05% | Add |
| BlackRock Inc history | Q2 2026 | 870.47K | $89.49M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 226.33K | $23.27M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 126.10K | $12.96M | 0.00% | New |
| Franklin Resources history | Q2 2026 | 118.84K | $12.22M | 0.00% | Add |
| Principal Global Investors history | Q2 2026 | 104.79K | $10.77M | 0.01% | Add |
| Citigroup Inc history | Q2 2026 | 22.46K | $2.31M | 0.00% | Reduce |
| AQR Capital Management history | Q2 2026 | 8.96K | $920.66K | 0.00% | Add |
| MFS Investment Management history | Q2 2026 | 4.20K | $758.17K | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 5.17K | $491.81K | 0.00% | Add |
| Millennium Management history | Q4 2021 | 3.63K | $288.00K | 0.00% | New |
| Renaissance Technologies history | Q4 2025 | 2.90K | $275.76K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 7.77M sh · $796.64M
- Citadel Advisors 126.10K sh · $12.96M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 14.23M | 15.34M | 14.36M | 13.00M | 13.35M | 13.16M | 10.83M | 10.80M | 9.27M | 9.18M | 9.43M | 9.44M | 9.48M | 9.71M | 10.64M | 10.66M | 10.70M | 10.73M | 9.42M | 9.46M |
| JPMorgan Chase & Co | 2.91M | 3.47M | 4.40M | 4.94M | 5.02M | 5.17M | 5.56M | 6.00M | 6.00M | 6.04M | 6.05M | 5.88M | 5.87M | 6.27M | 7.17M | 7.50M | 7.85M | 8.09M | — | 7.77M |
| Northern Trust Corp | 2.22M | 2.39M | 2.66M | 2.55M | 2.39M | 2.49M | 2.56M | 4.07M | 4.20M | 3.37M | 3.73M | 4.38M | 4.63M | 5.60M | 5.66M | 4.84M | 4.69M | 4.71M | 4.71M | 5.06M |
| Morgan Stanley | 3.70M | 4.15M | 4.80M | 4.91M | 4.82M | 4.82M | 4.66M | 4.75M | 4.81M | 4.88M | 5.13M | 4.99M | 4.99M | 5.05M | 4.85M | 4.23M | 4.27M | 4.39M | 4.33M | 4.87M |
| Fidelity Management & Research (FMR) | 833 | 7.64K | 7.25K | 3.93K | 19.11K | 51.08K | 85.86K | 156.14K | 275.61K | 669.14K | 1.05M | 1.52M | 1.88M | 2.34M | 2.55M | 2.95M | 3.24M | 3.63M | 3.97M | 4.58M |
| UBS Group AG | 2.04M | 2.21M | 2.27M | 2.27M | 1.84M | 1.55M | 1.54M | 1.51M | 1.53M | 1.52M | 1.51M | 1.46M | 1.46M | 1.44M | 1.31M | 1.24M | 1.21M | 1.22M | 1.55M | 1.56M |
| Wells Fargo & Co | 845.31K | 880.99K | 929.07K | 905.33K | 974.95K | 885.74K | 979.36K | 1.47M | 1.58M | 1.63M | 1.65M | 1.65M | 1.66M | 1.65M | 1.66M | 1.69M | 1.68M | 1.76M | 1.52M | 1.53M |
| Goldman Sachs Group | 997.88K | 1.20M | 1.79M | 2.06M | 1.87M | 1.87M | 1.57M | 1.59M | 1.60M | 1.61M | 1.60M | 1.48M | 1.50M | 1.62M | 1.57M | 1.50M | 1.50M | 1.47M | 1.81M | 1.22M |
| PNC Financial Services | 512.62K | 589.01K | 646.89K | 661.50K | 687.78K | 506.42K | 468.86K | 443.10K | 462.92K | 629.56K | 668.88K | 678.61K | 564.13K | 555.45K | 621.61K | 744.88K | 741.99K | 825.97K | 947.38K | 975.97K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 1.25M | 1.12M | 1.09M | 733.19K | 824.37K | 851.71K | 853.37K | 870.47K |
| BNY Mellon | 47.64K | 4.33K | 3.38K | 14.04K | 15.81K | 17.32K | 21.72K | 27.49K | 227.04K | 223.00K | 169.91K | 160.87K | 171.64K | 175.99K | 158.29K | 218.02K | 230.05K | 105.45K | 249.82K | 226.33K |
| Citadel Advisors | 58.86K | 218.65K | 234.16K | 358.53K | 50.50K | 47.48K | 12.55K | 47.12K | 106.97K | — | 7.99K | 3.04K | 3.17K | 5.92K | 13.87K | 191.19K | 4.66K | 383.02K | — | 126.10K |
| Franklin Resources | 58.96K | 79.87K | 83.30K | 85.85K | 94.37K | 271.95K | 97.11K | 95.59K | 98.76K | 143.72K | 142.06K | 137.18K | 120.38K | 120.31K | 120.17K | 116.41K | 115.38K | 116.77K | 118.19K | 118.84K |
| Principal Global Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 92.01K | 64.29K | 94.89K | 104.79K |
| Citigroup Inc | 5.32K | 3.21K | 4.12K | 3.79K | 3.29K | 2.42K | 8.83K | 2.67K | 43.91K | 60.28K | 63.67K | 65.95K | 59.23K | 61.09K | 59.79K | 349.22K | 49.85K | 47.32K | 47.34K | 22.46K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.98K | 5.56K | 8.96K |
| MFS Investment Management | — | 10.32K | — | 13.41K | 5.50K | 6.28K | — | 6.53K | 7.93K | 6.87K | 2.89K | 4.74K | 11.46K | 8.32K | 3.86K | 3.43K | 2.58K | 6.33K | 1.89K | 4.20K |
| Deutsche Bank AG | 11.24K | 11.47K | 13.85K | 13.75K | 14.20K | 12.05K | 13.20K | 12.73K | 12.88K | 11.94K | 10.93K | 10.72K | 11.02K | 10.72K | 1.19K | 5.89K | 3.15K | 150 | 1.09K | 1.99K |
| Renaissance Technologies | 22.20K | 10.20K | — | 34.50K | — | 8.70K | — | 3.50K | — | 8.70K | — | — | — | — | 3.20K | — | — | 2.90K | — | — |
| Vanguard Group | — | — | — | — | — | — | — | — | — | — | — | — | 3.11K | 2.89K | 4.18K | 5.01K | 4.78K | 5.17K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details