Who Owns iShares ESG Aware MSCI EAFE ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares ESG Aware MSCI EAFE ETF.
Who crossed 5% of ESGD →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| EASTERN BANKESG AW MSCI EAFE276.2K shtrimmed | $28.5M |
| Shira Ridge Wealth ManagementESG AW MSCI EAFE137.5K shadded | $14.2M |
| Farther Finance Advisors, LLCETF93.6K shadded | $9.6M |
| Apella Capital, LLCESG AW MSCI EAFE81.6K shadded | $8.3M |
| RVW Wealth, LLCESG AW MSCI EAFE56.8K shtrimmed | $5.9M |
| Midwest Financial Partners Investments, Inc.ESG AW MSCI EAFE42K shtrimmed | $4.3M |
| CANANDAIGUA NATIONAL BANK & TRUST COCom37.5K shadded | $3.9M |
| Sincerus Advisory, LLCESG AW MSCI EAFE37.1K shadded | $3.8M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF27.9K shadded | $2.9M |
| RTD Financial Advisors, Inc.ESG AW MSCI EAFE27.8K shtrimmed | $2.9M |
| Baron Financial Group, LLCESG AW MSCI EAFE27.6K shtrimmed | $2.8M |
| Pioneer Wealth Management GroupESG AW MSCI EAFE26.6K shtrimmed | $2.7M |
| ELEVATION WEALTH PARTNERS, LLCESG AW MSCI EAFE19.3K shadded | $2M |
| Acropolis Investment Management, LLCESG AW MSCI EAFE17.6K shtrimmed | $1.8M |
| Williams & Novak Wealth Management, LLCESG AW MSCI EAFE15.9K shheld | $1.6M |
| HF Advisory Group, LLCESG AW MSCI EAFE14.1K shadded | $1.5M |
| Pathway Financial Advisors LLCESG AW MSCI EAFE13.5K shadded | $1.4M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund11.4K shtrimmed | $1.2M |
| Cambridge Financial Group, LLCESG AW MSCI EAFE10.6K shheld | $1.1M |
| Wedmont Private CapitalESG AW MSCI EAFE7.7K shadded | $781.8K |
| Bangor Savings BankESG AW MSCI EAFE5.6K shadded | $581.2K |
| Leverty Financial Group, LLCESG AW MSCI EAFE5.4K shadded | $560K |
| Wealth Enhancement Trust Services, Inc.ESG AW MSCI EAFE5.4K shtrimmed | $557.2K |
| SigFig Wealth Management, LLCESG AW MSCI EAFE5K shtrimmed | $517.3K |
| Veracity Capital LLCESG AW MSCI EAFE4.7K shheld | $482.2K |
| Nautilus Advisors LLCESG AW MSCI EAFE4K shheld | $412.2K |
| Cassilly Financial Group LLCESG AW MSCI EAFE3.7K shadded | $385.4K |
| BAKER TILLY WEALTH MANAGEMENT, LLCESG AW MSCI EAFE2.3K shheld | $240.1K |
| LifeGoal Investments, LLCESG AW MSCI EAFE2.2K shheld | $226.1K |
| Emergent Wealth Advisors, LLCESG AW MSCI EAFE2.1K shadded | $218.2K |
| Kaizen Financial StrategiesESG AW MSCI EAFE2.1K shheld | $216.4K |
| Capital Advisors Wealth Management, LLCESG AW MSCI EAFE2.1K shheld | $214.1K |
| FC Advisory LLCESG AW MSCI EAFE2K sh— | $204.1K |
| Mallini Complete Financial Planning LLCETF2K shheld | $201K |
| CoreCap Advisors, LLCETF1.8K shtrimmed | $184.6K |
| Trust CoETF895 shadded | $92.2K |
| MJT & Associates Financial Advisory Group, Inc.ETF796 shadded | $82K |
| AMERICAN NATIONAL BANK & TRUSTESG AW MSCI EAFE725 shheld | $74.7K |
| Pacifica Partners Inc.ESG AW MSCI EAFE643 shtrimmed | $65.6K |
| Investors Research CorpESG AW MSCI EAFE217 shtrimmed | $22.4K |
| GAMMA Investing LLCETF176 shtrimmed | $18.1K |
| TOTH FINANCIAL ADVISORY CORPESG AW MSCI EAFE59 shheld | $6K |
| Horizons Wealth ManagementETF47 shtrimmed | $4.8K |
| Davis Capital ManagementETF9 shheld | $927 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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