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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
301
Private Capital Management (Colorado)
Colorado
$373K -$129K -2,057 -24%
SA
302
Shilanski & Associates
Alaska
$373K +$417K +6,652 New
GIA
303
Goodwin Investment Advisory
Georgia
$372K +$81.2K +1,295 +24%
WFAG
304
Wescott Financial Advisory Group
Pennsylvania
$369K +$12.8K +204 +3%
BIA
305
Bigelow Investment Advisors
Maine
$367K +$6.64K +106 +2%
WCFA
306
Walkner Condon Financial Advisors
Wisconsin
$365K +$41.6K +664 +11%
SFA
307
Sequoia Financial Advisors
Ohio
$364K -$16.9K -269 -4%
FDCDDQ
308
Federation des caisses Desjardins du Quebec
Quebec, Canada
$362K +$6.9K +110 +2%
SDWMA
309
Schneider Downs Wealth Management Advisors
Pennsylvania
$361K +$6.96K +111 +2%
JFGLC
310
Johnson Financial Group LLC (Colorado)
Colorado
$359K – – –
FG
311
Foster Group
Iowa
$358K +$43.1K +687 +12%
WSWA
312
Warren Street Wealth Advisors
California
$353K +$12.1K +193 +3%
CA
313
Clearstead Advisors
Ohio
$353K +$390K +6,219 +8,292%
BAAM
314
Baker Avenue Asset Management
California
$349K -$80.6K -1,285 -17%
PPW
315
Parcion Private Wealth
Washington
$344K -$29.8M -475,559 -99%
BOH
316
Bank of Hawaii
Hawaii
$341K +$380K +6,068 New
AWA
317
Aaron Wealth Advisors
Illinois
$340K -$39.6K -632 -9%
AP
318
Appleton Partners
Massachusetts
$339K -$21.3K -340 -5%
ATC
319
Argent Trust Co
Tennessee
$338K +$377K +6,015 New
SP
320
Symmetry Partners
Connecticut
$332K +$87.4K +1,395 +31%
WA
321
Wealth Alliance
New York
$331K -$318K -5,074 -46%
HTC
322
Haverford Trust Company
Pennsylvania
$330K – – –
CC
323
Chicago Capital
Illinois
$329K – – –
VWA
324
VERITY Wealth Advisors
United States
$329K +$86.7K +1,383 +31%
TFO
325
Tarbox Family Office
California
$328K -$5.89K -94 -2%
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13
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