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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 21.7 M -USD 21.8 M -325,011 -50%
Litman Gregory Wealth Management
2
Litman Gregory Wealth Management
California
USD 16.8 M -USD 950 k -14,126 -93%
Morgan Stanley
3
Morgan Stanley
New York
USD 2.32 M +USD 667 k +9,929 +41%
Private Ocean
4
Private Ocean
California
USD 1.45 M +USD 1.33 M +19,857 +1,266%
Stifel Financial
5
Stifel Financial
Missouri
USD 1.42 M +USD 1.41 M +21,000 Nuevas
UBS Group
6
UBS Group
Switzerland
USD 1.32 M +USD 667 k +9,929 +104%
Goldman Sachs
7
Goldman Sachs
New York
USD 1.31 M +USD 1.3 M +19,269 Nuevas
Bank of America
8
Bank of America
North Carolina
USD 1.24 M +USD 256 k +3,815 +26%
Baystate Wealth Management
9
Baystate Wealth Management
Massachusetts
USD 1.06 M +USD 45.2 k +672 +5%
JP Morgan Chase
10
JP Morgan Chase
New York
USD 1.02 M +USD 1.01 M +15,005 Nuevas
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
USD 814 k +USD 188 k +2,804 +30%
Snowden Capital Advisors
12
Snowden Capital Advisors
New York
USD 780 k -USD 423 k -6,289 -35%
Gould Asset Management
13
Gould Asset Management
California
USD 774 k +USD 355 k +5,280 +86%
Baker Avenue Asset Management
14
Baker Avenue Asset Management
California
USD 757 k +USD 67.4 k +1,002 +10%
Jane Street
15
Jane Street
New York
USD 535 k +USD 530 k +7,882 Nuevas
LPL Financial
16
LPL Financial
California
USD 476 k +USD 169 k +2,520 +56%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 424 k +USD 217 k +3,228 +107%
Sage Advisory Services
18
Sage Advisory Services
Texas
USD 413 k -USD 114 k -1,701 -22%
Financial Architects (New Jersey)
19
Financial Architects (New Jersey)
New Jersey
USD 342 k +USD 127 k +1,892 +60%
Brinker Capital Investments
20
Brinker Capital Investments
Pennsylvania
USD 285 k – – –
Veritable
21
Veritable
Delaware
USD 249 k – – –
Park Avenue Securities
22
Park Avenue Securities
New York
USD 232 k +USD 228 k +3,397 Nuevas
SEI Investments
23
SEI Investments
Pennsylvania
USD 225 k +USD 223 k +3,319 Nuevas
Trust Company of Vermont
24
Trust Company of Vermont
Vermont
USD 218 k +USD 40 k +595 +23%
D.A. Davidson & Co
25
D.A. Davidson & Co
Montana
USD 213 k +USD 211 k +3,142 Nuevas
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