We are live on ! Find out more
ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
226
GSB Wealth Management
Connecticut
$804K +$821K +10,899 New
QC
227
Quent Capital
New York
$795K +$651K +8,649 +405%
AF
228
Affiance Financial
Minnesota
$777K +$238K +3,157 +43%
G
229
GenTrust
Florida
$776K – – –
RSWM
230
Robertson Stephens Wealth Management
California
$762K +$779K +10,339 New
WA
231
Wealth Architects
California
$761K -$286K -3,798 -27%
KLI
232
Kelman-Lazarov Inc
Tennessee
$760K +$29.3K +389 +4%
CAN
233
Cetera Advisor Networks
California
$760K +$63.1K +838 +9%
PFGIA
234
Patriot Financial Group Insurance Agency
Massachusetts
$756K -$193K -2,557 -20%
QCG
235
Quadrant Capital Group
Ohio
$746K -$47.9K -636 -6%
MM
236
Main Management
California
$730K -$22.1K -294 -3%
BCI
237
Brinker Capital Investments
Pennsylvania
$716K -$16.6K -221 -2%
CCM
238
Coldstream Capital Management
Washington
$714K +$18.5K +246 +3%
CAM
239
Crestone Asset Management
Colorado
$697K -$3.69K -49 -0.5%
BB
240
Bell Bank
North Dakota
$695K +$172K +2,288 +32%
SCA
241
Snowden Capital Advisors
New York
$692K +$48K +638 +7%
PA
242
Parallel Advisors
California
$691K +$151K +2,006 +28%
RW
243
REDW Wealth
New Mexico
$688K -$27.9K -370 -4%
V
244
Veritable
Delaware
$674K – – –
KCM
245
Karp Capital Management
California
$667K +$681K +9,043 New
FHB
246
First Hawaiian Bank
Hawaii
$646K +$2.94K +39 +0.4%
PGA
247
Portland Global Advisors
Maine
$646K +$407K +5,400 +161%
PCMC
248
Private Capital Management (Colorado)
Colorado
$642K +$159K +2,112 +32%
NEGWA
249
New England Guild Wealth Advisors
Connecticut
$641K -$137K -1,822 -17%
AAS
250
Avantax Advisory Services
Texas
$636K +$102K +1,349 +19%
8 9
10
11 12