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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
351
Simon Quick Advisors
New Jersey
$279K – – –
PFA
352
Pathway Financial Advisors
Vermont
$278K +$77.3K +1,233 +33%
NEPWA
353
New England Private Wealth Advisors
Massachusetts
$277K -$2.22M -35,429 -88%
TPCW
354
TD Private Client Wealth
New York
$276K +$1.32K +21 +0.4%
FPAS
355
Focus Partners Advisor Solutions
Missouri
$271K +$39.4K +629 +15%
FFN
356
Focus Financial Network
Minnesota
$267K -$564 -9 -0.2%
CAM
357
Cresset Asset Management
Illinois
$267K +$298K +4,758 New
BSB
358
Bangor Savings Bank
Maine
$264K – – –
OWA
359
Opal Wealth Advisors
New York
$264K +$13.4K +214 +5%
SB
360
Strategic Blueprint
Georgia
$262K +$40.3K +643 +16%
IAN
361
Integrated Advisors Network
Texas
$262K +$62.7K +1,000 +27%
BBNA
362
Bremer Bank National Association
Minnesota
$256K -$115K -1,840 -29%
TDWM
363
Topel & Distasi Wealth Management
California
$255K -$70.8K -1,129 -22%
T
364
TrueFG
Texas
$253K +$20.7K +330 +8%
MBFW
365
Morton Brown Family Wealth
Pennsylvania
$252K +$439 +7 +0.2%
AF
366
Advisornet Financial
Minnesota
$251K +$144K +2,296 +105%
KCM
367
Karp Capital Management
California
$243K -$296K -4,714 -52%
APA
368
American Portfolios Advisors
New York
$242K -$3.89K -62 -1%
HDIM
369
Hanson & Doremus Investment Management
Vermont
$238K – – –
GC
370
Grimes & Company
Massachusetts
$236K +$23.6K +377 +10%
VHAM
371
Van Hulzen Asset Management
California
$235K -$14.4K -230 -5%
AIA
372
Arbor Investment Advisors
North Carolina
$234K +$1.19K +19 +0.5%
FWM
373
Fingerlakes Wealth Management
New York
$234K +$21.9K +349 +9%
WWM
374
Western Wealth Management
Colorado
$233K -$60.1K -958 -19%
SEIA
375
Signature Estate & Investment Advisors
California
$233K +$3.26K +52 +1%
13 14
15
16 17