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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
451
EFG International
$440K +$228K +2,247 +111%
NWP
452
NerdWallet Wealth Partners
New York
$440K +$179K +1,761 +70%
EF
453
Envision Financial
Wisconsin
$435K +$430K +4,234 New
DWG
454
Darden Wealth Group
Michigan
$435K – – –
T
455
TrueFG
Texas
$435K -$12.4K -122 -3%
CTA
456
Chesley Taft & Associates
Illinois
$431K -$26.4K -260 -6%
AF
457
Advisornet Financial
Minnesota
$431K +$35.6K +350 +9%
BWL
458
Bogart Wealth LLC
Virginia
$430K -$22.8K -224 -5%
EWA
459
Etesian Wealth Advisors
Oregon
$427K +$22.5K +221 +6%
FC
460
Fulcrum Capital
Washington
$420K -$86.9K -855 -17%
WF
461
Warner Financial
Maryland
$420K +$1.22K +12 +0.3%
CA
462
CWC Advisors
Oregon
$419K -$1.63K -16 -0.4%
OFG
463
Opulen Financial Group
Virginia
$414K +$36.9K +363 +10%
NA
464
Nautilus Advisors
California
$414K – – –
CPC
465
Cadia Private Client
New Jersey
$411K – – –
SDJVC
466
St. Denis J. Villere & Co
Louisiana
$411K – – –
HDIM
467
Hanson & Doremus Investment Management
Vermont
$411K – – –
KF
468
Krilogy Financial
Missouri
$409K – – –
KFP
469
Keener Financial Planning
Texas
$408K +$104K +1,024 +35%
SAP
470
Strategic Advisory Partners
North Carolina
$408K – – –
FFN
471
Focus Financial Network
Minnesota
$405K +$32.4K +319 +9%
VCP
472
Verus Capital Partners
Arizona
$400K +$914 +9 +0.2%
SC
473
Stephenson & Company
California
$398K +$1.22K +12 +0.3%
CWS
474
Confluence Wealth Services
Pennsylvania
$395K +$9.45K +93 +2%
PJSIMP
475
P.J. Schmidt Investment Management (PJS)
Wisconsin
$394K +$389K +3,830 New
17 18
19
20 21