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
EF
451
Envision Financial
Wisconsin
$435K +$430K +4,234 New
DWG
452
Darden Wealth Group
Michigan
$435K – – –
T
453
TrueFG
Texas
$435K -$12.4K -122 -3%
CTA
454
Chesley Taft & Associates
Illinois
$431K -$26.4K -260 -6%
AF
455
Advisornet Financial
Minnesota
$431K +$35.6K +350 +9%
BWL
456
Bogart Wealth LLC
Virginia
$430K -$22.8K -224 -5%
EWA
457
Etesian Wealth Advisors
Oregon
$427K +$22.5K +221 +6%
FC
458
Fulcrum Capital
Washington
$420K -$86.9K -855 -17%
WF
459
Warner Financial
Maryland
$420K +$1.22K +12 +0.3%
CA
460
CWC Advisors
Oregon
$419K -$1.63K -16 -0.4%
OFG
461
Opulen Financial Group
Virginia
$414K +$36.9K +363 +10%
NA
462
Nautilus Advisors
California
$414K – – –
CPC
463
Cadia Private Client
New Jersey
$411K – – –
SDJVC
464
St. Denis J. Villere & Co
Louisiana
$411K – – –
HDIM
465
Hanson & Doremus Investment Management
Vermont
$411K – – –
KF
466
Krilogy Financial
Missouri
$409K – – –
KFP
467
Keener Financial Planning
Texas
$408K +$104K +1,024 +35%
SAP
468
Strategic Advisory Partners
North Carolina
$408K – – –
FFN
469
Focus Financial Network
Minnesota
$405K +$32.4K +319 +9%
VCP
470
Verus Capital Partners
Arizona
$400K +$914 +9 +0.2%
SC
471
Stephenson & Company
California
$398K +$1.22K +12 +0.3%
CWS
472
Confluence Wealth Services
Pennsylvania
$395K +$9.45K +93 +2%
PJSIMP
473
P.J. Schmidt Investment Management (PJS)
Wisconsin
$394K +$389K +3,830 New
HG
474
Harbor Group
New Hampshire
$393K -$47.4K -467 -11%
HP
475
Hilltop Partners
Indiana
$392K -$44.9K -442 -10%
17 18
19
20 21