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
MNG
401
Manning & Napier Group
New York
$281K – – –
RPSA
402
Richard P. Slaughter Associates
Texas
$280K +$273K +3,895 New
PIA
403
Perennial Investment Advisors
California
$278K -$7.3K -104 -3%
AG
404
Ascent Group
Virginia
$278K +$2.81K +40 +1%
LW
405
Libra Wealth
California
$277K +$2.88K +41 +1%
CA
406
CGN Advisors
Kansas
$275K -$4K -57 -1%
TWA
407
Talisman Wealth Advisors
New Jersey
$274K – – –
IA
408
IFP Advisors
Florida
$274K -$2.89M -41,143 -91%
PPW
409
Presilium Private Wealth
Pennsylvania
$273K -$7.02K -100 -3%
OBWP
410
O'Brien Wealth Partners
Massachusetts
$271K – – –
TDWM
411
Topel & Distasi Wealth Management
California
$270K -$10.7K -153 -4%
IAN
412
Integrated Advisors Network
Texas
$269K +$4.98K +71 +2%
SFG
413
SNS Financial Group
Minnesota
$264K +$7.02K +100 +3%
EWA
414
EP Wealth Advisors
California
$264K -$21.7M -309,673 -99%
EWS
415
Evergreen Wealth Solutions
Pennsylvania
$264K -$61.1K -870 -19%
SWM
416
Spire Wealth Management
Virginia
$264K +$177K +2,517 +218%
DWM
417
Destination Wealth Management
California
$262K +$34.3K +489 +15%
AF
418
Allworth Financial
California
$259K +$104K +1,478 +69%
BRWA
419
B. Riley Wealth Advisors
Florida
$258K -$12.5K -178 -5%
RFP
420
Root Financial Partners
California
$257K +$251K +3,581 New
MAA
421
Matrix Asset Advisors
New York
$255K +$7.86K +112 +3%
OWP
422
Obermeyer Wealth Partners
Colorado
$251K – – –
SOAG
423
Silver Oak Advisory Group
Oregon
$250K – – –
MW
424
Marcum Wealth
Ohio
$249K -$140 -2 -0.1%
MWP
425
Moller Wealth Partners
$247K -$1.47K -21 -0.6%
15 16
17
18 19