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iShares ESG Advanced MSCI EAFE ETF
DMXF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
NEI
1
Northwest & Ethical Investments
Ontario, Canada
USD 288 M +USD 279 M +3,409,570 Nuevas
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 94.5 M +USD 835 k +10,219 +0.9%
IMA Advisory Services
3
IMA Advisory Services
Colorado
USD 69.5 M +USD 7 M +85,622 +12%
BlackRock
4
BlackRock
New York
USD 65.5 M -USD 5.42 M -66,341 -8%
LPL Financial
5
LPL Financial
California
USD 35.3 M +USD 4.68 M +57,303 +16%
SEI Investments
6
SEI Investments
Pennsylvania
USD 33 M +USD 1.29 M +15,798 +4%
CCWP
7
Cedar Cove Wealth Partners
Minnesota
USD 20.8 M +USD 684 k +8,366 +4%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
USD 18.2 M +USD 190 k +2,322 +1%
JP Morgan Chase
9
JP Morgan Chase
New York
USD 17.8 M +USD 88.4 k +1,081 +0.5%
Allworth Financial
10
Allworth Financial
California
USD 15.2 M +USD 153 k +1,875 +1%
RWA Wealth Partners
11
RWA Wealth Partners
Massachusetts
USD 12.9 M +USD 251 k +3,070 +2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
USD 10.6 M -USD 1.35 M -16,522 -12%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
USD 9.6 M +USD 160 k +1,953 +2%
Bailard
14
Bailard
California
USD 9.14 M +USD 315 k +3,848 +4%
VAF
15
Values Added Financial
District of Columbia
USD 9.13 M +USD 117 k +1,430 +1%
Park Avenue Securities
16
Park Avenue Securities
New York
USD 8.85 M -USD 222 k -2,720 -3%
Accredited Investors
17
Accredited Investors
Minnesota
USD 8.6 M +USD 1.39 M +17,060 +20%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
USD 6.37 M +USD 3.84 M +46,931 +165%
Apella Capital
19
Apella Capital
Connecticut
USD 6.34 M -USD 4.99 k -61 -0.1%
Regatta Capital Group
20
Regatta Capital Group
California
USD 5.95 M +USD 1.08 M +13,169 +23%
MML Investors Services
21
MML Investors Services
Massachusetts
USD 5.86 M +USD 1.09 M +13,377 +24%
HighTower Advisors
22
HighTower Advisors
Illinois
USD 5.8 M +USD 411 k +5,025 +8%
IWA
23
Invera Wealth Advisors
Oregon
USD 5.69 M +USD 67.5 k +826 +1%
BRIA
24
Balanced Rock Investment Advisors
Massachusetts
USD 5.33 M +USD 53.6 k +656 +1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
USD 5.02 M +USD 890 k +10,892 +22%
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