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
TFO
451
Tarbox Family Office
California
$257K -$30.5K -378 -11%
WMN
452
Wealth Management Nebraska
Nebraska
$254K +$251K +3,111 New
RW
453
Rede Wealth
Virginia
$254K -$14.6K -181 -6%
SC
454
Stephenson & Company
California
$251K +$36.4K +451 +17%
CWM
455
Congress Wealth Management
Massachusetts
$251K +$248K +3,075 New
MCCP
456
Mission Creek Capital Partners
California
$249K -$586K -7,268 -70%
CA
457
Continuum Advisory
Idaho
$247K +$807 +10 +0.3%
TLFA
458
True Link Financial Advisors
California
$247K -$42.7K -529 -15%
WIA
459
World Investment Advisors
California
$243K -$77K -954 -24%
VCP
460
Verus Capital Partners
Arizona
$242K – – –
GWSG
461
GPS Wealth Strategies Group
Colorado
$239K +$2.02K +25 +0.9%
MFC
462
Morris Financial Concepts
South Carolina
$238K +$13.2K +164 +6%
AWA
463
ARQ Wealth Advisors
Arizona
$238K +$161 +2 +0.1%
PMFA
464
Plante Moran Financial Advisors
Michigan
$234K -$7.1K -88 -3%
CWS
465
Confluence Wealth Services
Pennsylvania
$233K +$11.8K +146 +5%
BWA
466
Bordeaux Wealth Advisors
California
$228K – – –
AWS
467
Atria Wealth Solutions
New York
$228K +$225K +2,794 New
FDCP
468
Foster Dykema Cabot & Partners
Massachusetts
$225K -$747K -9,261 -77%
FFA
469
Founders Financial Alliance
North Carolina
$225K +$145K +1,800 +189%
LSPW
470
Lake Street Private Wealth
Illinois
$225K – – –
TCOV
471
Trust Company of Vermont
Vermont
$222K +$11.5K +143 +6%
EWA
472
Etesian Wealth Advisors
Oregon
$220K +$218K +2,696 New
NW
473
NewEdge Wealth
Pennsylvania
$220K -$4.92K -61 -2%
YIH
474
Y-Intercept (HK)
Hong Kong
$219K +$217K +2,684 New
CAM
475
Clarity Asset Management
Iowa
$219K -$524K -6,499 -71%
17 18
19
20 21