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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 29.5 M +USD 2.17 M +33,047 +8%
Bank of America
2
Bank of America
North Carolina
USD 20.9 M +USD 12.3 M +187,052 +145%
UBS Group
3
UBS Group
Switzerland
USD 17.4 M +USD 7.61 M +115,922 +79%
Morgan Stanley
4
Morgan Stanley
New York
USD 16.8 M +USD 6.76 M +102,885 +68%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
USD 10.3 M +USD 1.07 M +16,264 +12%
Citadel Advisors
6
Citadel Advisors
Florida
USD 7.27 M +USD 7.2 M +109,649 Nuevas
Goldman Sachs
7
Goldman Sachs
New York
USD 6.72 M +USD 3.54 M +53,928 +113%
Private Ocean
8
Private Ocean
California
USD 4.06 M +USD 871 k +13,262 +28%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
USD 3.98 M +USD 3.95 M +60,099 Nuevas
Ameriprise
10
Ameriprise
Minnesota
USD 3.56 M +USD 2.8 M +42,640 +386%
SEI Investments
11
SEI Investments
Pennsylvania
USD 3.25 M +USD 373 k +5,684 +13%
D.A. Davidson & Co
12
D.A. Davidson & Co
Montana
USD 3.02 M +USD 587 k +8,936 +24%
Windsor Capital Management
13
Windsor Capital Management
Arizona
USD 2.64 M +USD 770 k +11,733 +42%
LPL Financial
14
LPL Financial
California
USD 1.67 M +USD 134 k +2,036 +9%
Fund Evaluation Group
15
Fund Evaluation Group
Ohio
USD 1.6 M +USD 1.58 M +24,109 Nuevas
Prio Wealth Limited Partnership
16
Prio Wealth Limited Partnership
Massachusetts
USD 1.56 M +USD 65.7 k +1,000 +4%
Wells Fargo
17
Wells Fargo
California
USD 1.55 M +USD 915 k +13,927 +147%
Litman Gregory Wealth Management
18
Litman Gregory Wealth Management
California
USD 1.48 M -USD 1.21 M -18,452 -45%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
USD 1.48 M -USD 42.6 k -649 -3%
F.L. Putnam Investment Management
20
F.L. Putnam Investment Management
Massachusetts
USD 1.44 M -USD 14.3 k -218 -1%
JP Morgan Chase
21
JP Morgan Chase
New York
USD 1.37 M +USD 351 k +5,350 +35%
Baystate Wealth Management
22
Baystate Wealth Management
Massachusetts
USD 1.36 M +USD 119 k +1,806 +9%
Jane Street
23
Jane Street
New York
USD 1.23 M -USD 3.07 M -46,705 -72%
Retirement Capital Strategies
24
Retirement Capital Strategies
California
USD 1.23 M +USD 794 k +12,094 +187%
C-J Advisory
25
C-J Advisory
California
USD 1.16 M +USD 345 k +5,253 +43%
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