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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 26.9 M +USD 517 k +7,622 +2%
Morgan Stanley
2
Morgan Stanley
New York
USD 9.8 M +USD 4.17 M +61,586 +69%
UBS Group
3
UBS Group
Switzerland
USD 9.5 M +USD 1.89 M +27,942 +24%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
USD 9.1 M +USD 8.55 M +126,220 +931%
Bank of America
5
Bank of America
North Carolina
USD 8.4 M +USD 4.62 M +68,107 +112%
Jane Street
6
Jane Street
New York
USD 4.25 M +USD 4.42 M +65,268 Nuevas
Private Ocean
7
Private Ocean
California
USD 3.12 M +USD 1.38 M +20,336 +74%
Goldman Sachs
8
Goldman Sachs
New York
USD 3.1 M +USD 1.3 M +19,164 +67%
SEI Investments
9
SEI Investments
Pennsylvania
USD 2.82 M +USD 942 k +13,897 +47%
Litman Gregory Wealth Management
10
Litman Gregory Wealth Management
California
USD 2.7 M +USD 1.4 M +20,640 +102%
D.A. Davidson & Co
11
D.A. Davidson & Co
Montana
USD 2.39 M +USD 967 k +14,271 +64%
Windsor Capital Management
12
Windsor Capital Management
Arizona
USD 1.83 M +USD 461 k +6,803 +32%
LPL Financial
13
LPL Financial
California
USD 1.51 M +USD 881 k +12,995 +127%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
USD 1.5 M +USD 389 k +5,741 +33%
Prio Wealth Limited Partnership
15
Prio Wealth Limited Partnership
Massachusetts
USD 1.47 M +USD 1.53 M +22,600 Nuevas
F.L. Putnam Investment Management
16
F.L. Putnam Investment Management
Massachusetts
USD 1.44 M +USD 584 k +8,612 +64%
Baystate Wealth Management
17
Baystate Wealth Management
Massachusetts
USD 1.29 M +USD 131 k +1,940 +11%
Raffa Wealth Management
18
Raffa Wealth Management
District of Columbia
USD 1.11 M +USD 1.16 M +17,082 Nuevas
JP Morgan Chase
19
JP Morgan Chase
New York
USD 999 k -USD 7.66 k -113 -0.7%
Gould Asset Management
20
Gould Asset Management
California
USD 820 k +USD 155 k +2,285 +22%
C-J Advisory
21
C-J Advisory
California
USD 799 k +USD 618 k +9,120 +290%
Park Avenue Securities
22
Park Avenue Securities
New York
USD 798 k +USD 437 k +6,451 +109%
Baker Avenue Asset Management
23
Baker Avenue Asset Management
California
USD 786 k +USD 26.6 k +392 +3%
Main Management
24
Main Management
California
USD 759 k +USD 790 k +11,656 Nuevas
Ameriprise
25
Ameriprise
Minnesota
USD 720 k +USD 522 k +7,702 +229%
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