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iShares ESG Advanced MSCI EAFE ETF
DMXF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
USD 109 M -USD 2.18 M -30,831 -2%
BlackRock
2
BlackRock
New York
USD 63 M -USD 4.39 M -62,115 -7%
IMA Advisory Services
3
IMA Advisory Services
Colorado
USD 54.4 M -USD 1.52 M -21,464 -3%
LPL Financial
4
LPL Financial
California
USD 25.6 M +USD 2.53 M +35,769 +12%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
USD 22.4 M -USD 2.58 M -36,518 -11%
SEI Investments
6
SEI Investments
Pennsylvania
USD 21 M +USD 1.97 M +27,892 +11%
SigFig Wealth Management
7
SigFig Wealth Management
California
USD 17.2 M -USD 31.4 k -444 -0.2%
JP Morgan Chase
8
JP Morgan Chase
New York
USD 15.1 M -USD 372 k -5,259 -3%
Allworth Financial
9
Allworth Financial
California
USD 14.3 M +USD 146 k +2,061 +1%
RWA Wealth Partners
10
RWA Wealth Partners
Massachusetts
USD 9.6 M +USD 2.18 M +30,902 +31%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
USD 8.99 M +USD 970 k +13,723 +13%
Flow Traders U.S.
12
Flow Traders U.S.
New York
USD 8.07 M -USD 5.04 M -71,270 -40%
MML Investors Services
13
MML Investors Services
Massachusetts
USD 6.35 M -USD 129 k -1,819 -2%
Accredited Investors
14
Accredited Investors
Minnesota
USD 5.94 M +USD 477 k +6,742 +9%
Values Added Financial
15
Values Added Financial
District of Columbia
USD 5.65 M +USD 991 k +14,016 +23%
Financial Connections Group
16
Financial Connections Group
California
USD 5.62 M -USD 51 k -721 -0.9%
Jane Street
17
Jane Street
New York
USD 5.59 M -USD 2.8 M -39,612 -35%
Bailard
18
Bailard
California
USD 5.27 M +USD 5.01 M +70,823 Nuevas
HighTower Advisors
19
HighTower Advisors
Illinois
USD 5.06 M -USD 131 k -1,858 -3%
Invera Wealth Advisors
20
Invera Wealth Advisors
Oregon
USD 5.03 M -USD 102 k -1,444 -2%
Balanced Rock Investment Advisors
21
Balanced Rock Investment Advisors
Massachusetts
USD 4.53 M -USD 310 k -4,390 -7%
UBS Group
22
UBS Group
Switzerland
USD 4.48 M +USD 387 k +5,479 +10%
Fidelity Investments
23
Fidelity Investments
Massachusetts
USD 3.64 M -USD 181 k -2,561 -5%
Regatta Capital Group
24
Regatta Capital Group
California
USD 3.58 M +USD 1.47 M +20,740 +76%
Klaas Financial Asset Advisors
25
Klaas Financial Asset Advisors
Illinois
USD 3.43 M +USD 252 k +3,570 +8%
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