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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
301
Bartlett & Co
Ohio
$319K +$326K +4,064 New
BCWM
302
Bartlett & Co Wealth Management
Ohio
$319K +$326K +4,064 New
CPO
303
Cerity Partners OCIO
New York
$314K +$51.3K +639 +19%
PFM
304
Peak Financial Management
Massachusetts
$310K – – –
AWA
305
Aaron Wealth Advisors
Illinois
$307K – – –
BBNA
306
Bremer Bank National Association
Minnesota
$304K +$7.14K +89 +2%
FG
307
Foster Group
Iowa
$299K +$10.9K +136 +4%
VWA
308
VERITY Wealth Advisors
United States
$298K +$306K +3,807 New
BAM
309
Baldrige Asset Management
Pennsylvania
$293K +$114K +1,418 +61%
BSB
310
Bangor Savings Bank
Maine
$292K +$6.9K +86 +2%
AAS
311
Avantax Advisory Services
Texas
$291K +$298K +3,710 New
SEIA
312
Signature Estate & Investment Advisors
California
$290K +$2.97K +37 +1%
BAAM
313
Baker Avenue Asset Management
California
$290K +$40.2K +501 +16%
BFA
314
Bragg Financial Advisors
North Carolina
$287K – – –
HWMA
315
Heritage Wealth Management (Arizona)
Arizona
$286K +$43.2K +538 +17%
PCG
316
Private Capital Group
Connecticut
$283K +$27.6K +344 +11%
PIA
317
Perennial Investment Advisors
California
$281K +$9.39K +117 +3%
WFA
318
Wade Financial Advisory
California
$278K +$285K +3,545 New
PGA
319
Portland Global Advisors
Maine
$263K +$6.42K +80 +2%
IA
320
IFP Advisors
Florida
$252K +$34.7K +432 +16%
SPL
321
Smart Portfolios LLC
Washington
$250K +$256K +3,188 New
CA
322
Cetera Advisors
Colorado
$248K +$17K +212 +7%
MGIA
323
Moneta Group Investment Advisors
Missouri
$246K +$1.12K +14 +0.4%
T
324
TrueFG
Texas
$246K +$244K +3,042 New
KWM
325
Kingsview Wealth Management
Oregon
$239K +$12.8K +160 +6%
11 12
13
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