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
CTA
251
Chesley Taft & Associates
Illinois
$796K – – –
UCFA
252
United Capital Financial Advisors
Texas
$788K -$39.6K -543 -5%
EWP
253
Elevation Wealth Partners
California
$786K +$68.1K +934 +9%
JPG
254
Jordan Park Group
California
$780K +$7.73K +106 +1%
QCG
255
Quadrant Capital Group
Ohio
$774K +$83.5K +1,145 +12%
AWM
256
Aprio Wealth Management
Georgia
$773K +$44.3K +607 +6%
RBA
257
Richard Bernstein Advisors
New York
$756K -$20.7K -284 -3%
CPP
258
Capasso Planning Partners
South Carolina
$750K +$52.3K +717 +7%
WA
259
Wealth Alliance
New York
$750K -$18.2K -249 -2%
AIM
260
Acropolis Investment Management
Missouri
$747K +$4.74K +65 +0.6%
MCCA
261
Mill Creek Capital Advisors
Pennsylvania
$736K -$212K -2,907 -22%
CA
262
Cetera Advisors
Colorado
$724K +$47.3K +649 +7%
T
263
TCWP
Ohio
$711K +$53.9K +739 +8%
V
264
Veritable
Delaware
$710K – – –
SWP
265
Stratos Wealth Partners
Ohio
$709K +$64.3K +882 +10%
PTC
266
Private Trust Company
Ohio
$709K – – –
OIA
267
OneDigital Investment Advisors
Kansas
$699K -$17.7K -242 -2%
BB
268
Bell Bank
North Dakota
$698K – – –
1SB
269
1ST Source Bank
Indiana
$696K +$34.6K +474 +5%
VFO
270
Virtus Family Office
Texas
$693K -$152K -2,085 -18%
PA
271
Parallel Advisors
California
$688K +$125K +1,715 +22%
APW
272
Austin Private Wealth
Texas
$684K +$31.6K +433 +5%
RVPG
273
Relative Value Partners Group
$654K +$11.9K +163 +2%
AWS
274
AJ Wealth Strategies
New York
$652K – – –
JWM
275
JFG Wealth Management
Colorado
$652K – – –
9 10
11
12 13