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Who Owns iShares ESG Aware MSCI EM 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 EM ETF.

Who crossed 5% of ESGE →
Managers holding
29
as of 2026-09-30
Reported value
$57M
summed across filings
Shares held
1.1M
Added vs trimmed
8 / 15
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
EASTERN BANKESG AWR MSCI EM336.1K shtrimmed$18.2M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF280.4K shtrimmed$15.2M
Farther Finance Advisors, LLCETF75.8K shadded$4.1M
Apella Capital, LLCESG AWR MSCI EM72.5K shadded$4M
Midwest Financial Partners Investments, Inc.ESG AWR MSCI EM38.9K shtrimmed$2.1M
Baron Financial Group, LLCESG AWR MSCI EM33.6K shtrimmed$1.8M
CANANDAIGUA NATIONAL BANK & TRUST COCom26.5K shtrimmed$1.4M
SigFig Wealth Management, LLCESG AWR MSCI EM25K shtrimmed$1.4M
RTD Financial Advisors, Inc.ESG AWR MSCI EM23.9K shtrimmed$1.3M
Trust CoETF21.1K shadded$1.1M
Prism Advisors, Inc.SH BEN INT17.7K shtrimmed$947.4K
MassMutual Private Wealth & Trust, FSBExchange Traded Fund16.7K shtrimmed$901.8K
Boston Standard Wealth Management, LLCESG AWR MSCI EM15.3K shtrimmed$829.5K
ELEVATION WEALTH PARTNERS, LLCESG AWR MSCI EM11.7K shadded$634.3K
Cambridge Financial Group, LLCESG AWR MSCI EM11.1K shheld$605.1K
Williams & Novak Wealth Management, LLCESG AWR MSCI EM8.3K shadded$449.3K
Valeo Financial Advisors, LLCETF8K shheld$434.6K
CoreCap Advisors, LLCETF7K shadded$378.1K
Leverty Financial Group, LLCESG AWR MSCI EM5.7K shadded$310K
Asempa Wealth AdvisorsESG AWR MSCI EM4.7K shtrimmed$253.3K
Bangor Savings BankESG AWR MSCI EM3.9K shtrimmed$212.9K
Plan A Wealth LLCESG AWR MSCI EM3.7K shtrimmed$202.3K
Rosenberg Matthew HamiltonETF1.9K shheld$105.4K
AMERICAN NATIONAL BANK & TRUSTESG AWR MSCI EM1.1K shheld$59.6K
MJT & Associates Financial Advisory Group, Inc.ETF734 shadded$39.8K
TOMPKINS FINANCIAL CORPESG AWR MSCI EM590 shheld$32K
GAMMA Investing LLCETF118 shtrimmed$6.4K
Davis Capital ManagementETF12 shheld$650
Retirement Wealth Solutions LLCESG AWR MSCI EM7 shtrimmed$390

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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