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iShares ESG Advanced MSCI EM ETF
EMXF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SEI Investments
1
SEI Investments
Pennsylvania
USD 12.7 M -USD 594 k -10,834 -5%
Bailard
2
Bailard
California
USD 7.73 M +USD 377 k +6,881 +5%
IWA
3
Invera Wealth Advisors
Oregon
USD 5.74 M -USD 427 k -7,783 -7%
VAF
4
Values Added Financial
District of Columbia
USD 5.38 M +USD 298 k +5,435 +6%
RWA Wealth Partners
5
RWA Wealth Partners
Massachusetts
USD 3.44 M +USD 7.02 k +128 +0.2%
BRIA
6
Balanced Rock Investment Advisors
Massachusetts
USD 2.4 M -USD 127 k -2,326 -5%
APW
7
Atlantic Private Wealth
North Carolina
USD 1.74 M -USD 209 k -3,819 -11%
Robertson Stephens Wealth Management
8
Robertson Stephens Wealth Management
California
USD 1.71 M -USD 72.7 k -1,326 -4%
Walkner Condon Financial Advisors
9
Walkner Condon Financial Advisors
Wisconsin
USD 1.43 M -USD 23.1 k -422 -2%
PSA
10
Plum Street Advisors
Louisiana
USD 1.39 M +USD 32.4 k +592 +3%
Lazard Asset Management
11
Lazard Asset Management
New York
USD 1.26 M – – –
Creative Planning
12
Creative Planning
Kansas
USD 1.24 M +USD 7.12 k +130 +0.6%
SageView Advisory Group
13
SageView Advisory Group
California
USD 1.16 M +USD 7.12 k +130 +0.7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
USD 984 k +USD 83.9 k +1,530 +10%
Osaic Holdings
15
Osaic Holdings
Arizona
USD 970 k +USD 76.7 k +1,400 +9%
Beacon Pointe Advisors
16
Beacon Pointe Advisors
California
USD 836 k +USD 204 k +3,731 +35%
FA
17
Fairlight Advisors
California
USD 777 k +USD 735 k +13,402 Nuevas
Pathstone Holdings
18
Pathstone Holdings
New Jersey
USD 750 k +USD 8.44 k +154 +1%
Gould Asset Management
19
Gould Asset Management
California
USD 727 k – – –
MML Investors Services
20
MML Investors Services
Massachusetts
USD 612 k +USD 97.3 k +1,775 +20%
Ally Invest Advisors
21
Ally Invest Advisors
North Carolina
USD 608 k +USD 10.4 k +190 +2%
Stratos Wealth Partners
22
Stratos Wealth Partners
Ohio
USD 586 k +USD 46.8 k +853 +9%
Brown Advisory
23
Brown Advisory
Maryland
USD 580 k +USD 549 k +10,016 Nuevas
MAI Capital Management
24
MAI Capital Management
Ohio
USD 573 k +USD 16.2 k +295 +3%
Haverford Trust Company
25
Haverford Trust Company
Pennsylvania
USD 571 k – – –
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