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
LW
376
Libra Wealth
California
$336K – – –
UL
377
Unionview LLC
Washington
$336K – – –
RA
378
Regis Acquisition
Colorado
$331K – – –
AGA
379
Arkos Global Advisors
Texas
$330K +$383 +5 +0.1%
PWA
380
Physician Wealth Advisors
Utah
$330K – – –
MCM
381
MAI Capital Management
Ohio
$327K +$313K +4,090 New
ITB
382
Idaho Trust Bank
Idaho
$326K -$140K -1,826 -31%
FWM
383
Fingerlakes Wealth Management
New York
$326K +$10.9K +142 +4%
UAS
384
United Asset Strategies
New York
$325K +$33.3K +435 +12%
PCMC
385
Private Capital Management (Colorado)
Colorado
$324K +$10.7K +140 +4%
SAG
386
SageView Advisory Group
California
$324K -$5.12M -66,838 -92%
WF
387
Warner Financial
Maryland
$321K – – –
RWP
388
Revolve Wealth Partners
New Jersey
$320K -$80.7K -1,054 -21%
NC
389
Napatree Capital
Rhode Island
$320K +$153 +2 +0%
IAN
390
Integrated Advisors Network
Texas
$319K -$153 -2 -0.1%
HDIM
391
Hanson & Doremus Investment Management
Vermont
$319K – – –
MNG
392
Manning & Napier Group
New York
$319K – – –
MFA
393
Morling Financial Advisors
California
$315K +$8.12K +106 +3%
WRPWM
394
Werba Rubin Papier Wealth Management
California
$315K +$302K +3,936 New
VC
395
Veracity Capital
Georgia
$313K +$5.36K +70 +2%
PP
396
PrairieView Partners
Minnesota
$313K -$536 -7 -0.2%
RFP
397
Root Financial Partners
California
$313K – – –
WFA
398
Wade Financial Advisory
California
$312K -$3.06K -40 -1%
IIC
399
Integrated Investment Consultants
Michigan
$310K +$87.8K +1,146 +42%
FFA
400
Farther Finance Advisors
California
$305K -$28.4K -371 -9%
14 15
16
17 18