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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 86.7 M +USD 12.6 M +198,770 +17%
Personal Capital Advisors
2
Personal Capital Advisors
California
USD 76.1 M +USD 11.1 M +174,919 +17%
BlackRock
3
BlackRock
New York
USD 38 M +USD 1.28 M +20,291 +4%
Morgan Stanley
4
Morgan Stanley
New York
USD 36.6 M +USD 2.58 M +40,769 +8%
F.L. Putnam Investment Management
5
F.L. Putnam Investment Management
Massachusetts
USD 31.3 M +USD 22.4 M +353,615 +262%
UBS Group
6
UBS Group
Switzerland
USD 30.8 M -USD 576 k -9,116 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
USD 27.8 M +USD 3.1 M +48,966 +13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 20.6 M +USD 6.83 M +108,013 +51%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
USD 18.4 M +USD 2.84 M +44,904 +18%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
USD 17 M – – –
Goldman Sachs
11
Goldman Sachs
New York
USD 15.9 M -USD 1.18 M -18,593 -7%
Ladenburg Thalmann Financial Services
12
Ladenburg Thalmann Financial Services
Florida
USD 15.5 M +USD 4.5 M +71,134 +42%
Ameriprise
13
Ameriprise
Minnesota
USD 14.7 M +USD 2.62 M +41,499 +22%
William Blair & Company
14
William Blair & Company
Illinois
USD 14.6 M +USD 13.9 M +219,646 +2,528%
Creative Planning
15
Creative Planning
Kansas
USD 13.9 M +USD 918 k +14,525 +7%
Wells Fargo
16
Wells Fargo
California
USD 13.2 M +USD 2.69 M +42,550 +26%
Ellevest Inc
17
Ellevest Inc
New York
USD 10.7 M -USD 10.2 M -161,353 -49%
Private Ocean
18
Private Ocean
California
USD 10.1 M +USD 660 k +10,445 +7%
EP Wealth Advisors
19
EP Wealth Advisors
California
USD 9.7 M +USD 7.27 M +114,965 +312%
Highland Private Wealth Management
20
Highland Private Wealth Management
Washington
USD 8.06 M +USD 1.12 M +17,770 +16%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
USD 8.04 M +USD 4.76 M +75,212 +150%
Nottingham Advisors
22
Nottingham Advisors
New York
USD 7.58 M -USD 102 k -1,620 -1%
D.A. Davidson & Co
23
D.A. Davidson & Co
Montana
USD 6.51 M +USD 968 k +15,304 +18%
Howland Capital Management
24
Howland Capital Management
Massachusetts
USD 6.17 M +USD 6.09 M +96,258 Nuevas
Fiduciary Trust
25
Fiduciary Trust
Massachusetts
USD 5.56 M +USD 268 k +4,234 +5%
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