Public ownership evidence

iShares Trust iShares ESG Aware MSCI EAFE ETF (ESGD) Ownership Disclosures

Read ESGD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Trust iShares ESG Aware MSCI EAFE ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
66,604
Value (USD)
$6,847,820
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read ESGD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read ESGD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2866,604$6,847,820None
Legacy Edge Advisors, LLC2025-09-302026-08-2735,044$3,258,391None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-262,185$207,772None
Financial Insights, Inc.2026-06-302026-08-263,555$365,490None
Rehmann Capital Advisory Group2026-06-302026-08-215,403$555,578None
Financial Avengers, Inc.2026-06-302026-08-20102$10,443None
Kingsview Wealth Management, LLC2026-06-302026-08-203,186$327,526None
Archer Investment Corp2026-06-302026-08-20685$70,392None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-201,484,182$152,588,825None
Beacon Pointe Advisors, LLC2026-06-302026-08-19375,356$38,590,386None
Copia Wealth Management2026-06-302026-08-19164$16,861None
JDM Financial Group LLC2026-06-302026-08-19254$26,114None
Capasso Planning Partners LLC2026-06-302026-08-196,071$624,167None
Legacy Edge Advisors, LLC2025-06-302026-08-1830,484$2,719,782None
Legacy Edge Advisors, LLC2025-03-312026-08-1829,855$2,438,855None
Legacy Edge Advisors, LLC2024-09-302026-08-1827,178$2,287,572None
Legacy Edge Advisors, LLC2024-06-302026-08-1826,633$2,098,148None
Legacy Edge Advisors, LLC2024-03-312026-08-1826,507$2,118,174None
Legacy Edge Advisors, LLC2024-12-312026-08-1827,422$2,086,814None
Legacy Edge Advisors, LLC2023-12-312026-08-1825,330$1,913,428None
Balanced Rock Investment Advisors LLC2026-06-302026-08-1843,951$4,518,557None
Corient Private Wealth LP2026-06-302026-08-18317,757$32,668,830None
Blue Edge Capital, LLC2026-06-302026-08-1844,064$4,530,220None
Empowered Funds, LLC2026-06-302026-08-185,170$531,528None
Pure Financial Advisors, LLC2026-06-302026-08-1817,169$1,765,145None
Transamerica Financial Advisors, LLC2026-06-302026-08-18517$53,154None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1811,166$1,149,030None
Nalls Sherbakoff Group, LLC2026-06-302026-08-18647$66,518None
Nalls Sherbakoff Group, LLC2026-03-312026-08-18647$61,866None
Equitable Holdings, Inc.2026-06-302026-08-1812,622$1,297,651None
Odyssey Group, LLC2026-06-302026-08-15220,180$22,636,664None
EFG International AG2026-06-302026-08-1582$8,430None
EFG International AG2026-06-302026-08-154,195$431,288None
HILLTOP WEALTH ADVISORS, LLC2026-06-302026-08-1535,550$3,654,867None
Investors Portfolio Services LLC2026-06-302026-08-15211$21,686None
AMERIFLEX GROUP, INC.2026-06-302026-08-15592$60,890None
STANCE CAPITAL LLC2026-06-302026-08-15871$89,548None
SEI INVESTMENTS CO2026-06-302026-08-15375,979$38,654,259None
Seneschal Advisors, LLC2026-06-302026-08-15615$63,229None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15120$12,337None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1545,903$4,719,287None
JPL Wealth Management, LLC2026-06-302026-08-1592$9,459None
Modern Wealth Management, LLC2026-06-302026-08-1537,025$3,806,540None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-152,907$298,869None
Basecamp Wealth Advisors LLC2026-06-302026-08-152,813$289,205None
Milestone Investment Advisors LLC2026-06-302026-08-155,346$549,623None
Perennial Investment Advisors, LLC2026-06-302026-08-156,412$659,251None
ENDEAVOR PRIVATE WEALTH, INC.2026-06-302026-08-153,658$376,086None
KINTRA WEALTH, LLC2026-06-302026-08-155,035$542,674None
Arkos Global Advisors2026-06-302026-08-153,538$364,000None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Legacy Edge Advisors, LLC ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Financial Insights, Inc. ↗Rehmann Capital Advisory Group ↗Financial Avengers, Inc. ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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