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iShares ESG Aware MSCI EAFE ETF
ESGD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
BlackRock
1
BlackRock
New York
USD 42.7 M -USD 10 M -155,014 -19%
Morgan Stanley
2
Morgan Stanley
New York
USD 1.6 M +USD 1.56 M +24,220 Nuevas
Snowden Capital Advisors
3
Snowden Capital Advisors
New York
USD 1.18 M -USD 718 k -11,138 -39%
Parametric Portfolio Associates
4
Parametric Portfolio Associates
Washington
USD 1.03 M +USD 1.01 M +15,611 Nuevas
Litman Gregory Wealth Management
5
Litman Gregory Wealth Management
California
USD 1.01 M +USD 106 k +1,649 +12%
Bank of America
6
Bank of America
North Carolina
USD 963 k -USD 211 k -3,267 -18%
Baystate Wealth Management
7
Baystate Wealth Management
Massachusetts
USD 940 k +USD 59.5 k +922 +7%
Baker Avenue Asset Management
8
Baker Avenue Asset Management
California
USD 673 k – – –
UBS Group
9
UBS Group
Switzerland
USD 632 k +USD 316 k +4,906 +106%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 610 k +USD 494 k +7,662 +496%
Brown Advisory
11
Brown Advisory
Maryland
USD 531 k +USD 517 k +8,018 Nuevas
Sage Advisory Services
12
Sage Advisory Services
Texas
USD 516 k +USD 204 k +3,167 +68%
Gould Asset Management
13
Gould Asset Management
California
USD 406 k +USD 50 k +775 +14%
Wells Fargo
14
Wells Fargo
California
USD 359 k +USD 349 k +5,416 Nuevas
LPL Financial
15
LPL Financial
California
USD 298 k +USD 72.7 k +1,127 +33%
Brinker Capital Investments
16
Brinker Capital Investments
Pennsylvania
USD 278 k +USD 40.5 k +628 +18%
Veritable
17
Veritable
Delaware
USD 243 k – – –
Financial Architects (New Jersey)
18
Financial Architects (New Jersey)
New Jersey
USD 209 k – – –
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 200 k +USD 195 k +3,022 Nuevas
Sterling Investment Advisors (Pennsylvania)
20
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
USD 194 k – – –
Trust Company of Vermont
21
Trust Company of Vermont
Vermont
USD 174 k +USD 64.3 k +997 +61%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
USD 124 k – – –
Private Ocean
23
Private Ocean
California
USD 104 k +USD 101 k +1,568 Nuevas
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
USD 80 k +USD 77.4 k +1,200 Nuevas
Geneos Wealth Management
25
Geneos Wealth Management
Colorado
USD 76 k +USD 64.5 k +1,000 +667%
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