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iShares ESG Aware MSCI EAFE ETF
ESGD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 74.2 M +USD 3.87 M +60,611 +6%
Personal Capital Advisors
2
Personal Capital Advisors
California
USD 65.1 M +USD 14.5 M +226,437 +29%
BlackRock
3
BlackRock
New York
USD 36.8 M +USD 6.16 M +96,441 +20%
Morgan Stanley
4
Morgan Stanley
New York
USD 34.1 M +USD 4.63 M +72,442 +16%
UBS Group
5
UBS Group
Switzerland
USD 31.5 M +USD 4.99 M +78,095 +19%
JP Morgan Chase
6
JP Morgan Chase
New York
USD 24.6 M +USD 2.81 M +44,011 +13%
Goldman Sachs
7
Goldman Sachs
New York
USD 17.2 M +USD 1.91 M +29,874 +13%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
USD 17 M – – –
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
USD 15.6 M +USD 793 k +12,415 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 13.7 M +USD 3.48 M +54,577 +34%
Creative Planning
11
Creative Planning
Kansas
USD 13 M +USD 4.19 M +65,640 +48%
Ameriprise
12
Ameriprise
Minnesota
USD 12.1 M +USD 1.51 M +23,623 +14%
Ladenburg Thalmann Financial Services
13
Ladenburg Thalmann Financial Services
Florida
USD 11 M +USD 1.75 M +27,414 +19%
Wells Fargo
14
Wells Fargo
California
USD 10.5 M +USD 4.97 M +77,905 +90%
Private Ocean
15
Private Ocean
California
USD 9.44 M +USD 1.24 M +19,415 +15%
Ellevest Inc
16
Ellevest Inc
New York
USD 9.17 M +USD 493 k +7,714 +2%
F.L. Putnam Investment Management
17
F.L. Putnam Investment Management
Massachusetts
USD 8.68 M +USD 5.5 M +86,202 +177%
Nottingham Advisors
18
Nottingham Advisors
New York
USD 7.71 M +USD 171 k +2,680 +2%
Highland Private Wealth Management
19
Highland Private Wealth Management
Washington
USD 6.94 M +USD 3.05 M +47,800 +80%
D.A. Davidson & Co
20
D.A. Davidson & Co
Montana
USD 5.55 M +USD 833 k +13,042 +18%
Fiduciary Trust
21
Fiduciary Trust
Massachusetts
USD 5.3 M +USD 2.28 M +35,672 +76%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
USD 5.02 M +USD 658 k +10,306 +15%
SEI Investments
23
SEI Investments
Pennsylvania
USD 4.31 M +USD 602 k +9,434 +16%
BSW Wealth Partners
24
BSW Wealth Partners
Colorado
USD 3.72 M – – –
Windsor Capital Management
25
Windsor Capital Management
Arizona
USD 3.54 M +USD 61.8 k +968 +2%
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