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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$7.61M +$7.37M +110,690 New
HCM
27
Howland Capital Management
Massachusetts
$7M +$369K +5,540 +6%
RC
28
RegentAtlantic Capital
New Jersey
$6.23M +$1.36M +20,416 +29%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$6M – – –
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$5.55M -$52.3K -785 -1%
SEI Investments
31
SEI Investments
Pennsylvania
$5.4M +$354K +5,318 +7%
ECM
32
ETrade Capital Management
Virginia
$5.23M +$1.24M +18,548 +32%
CAN
33
Cetera Advisor Networks
California
$5.02M +$626K +9,390 +15%
TAIM
34
TD Ameritrade Investment Management
Nebraska
$4.95M +$997K +14,960 +26%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$4.78M +$592K +8,884 +15%
WCM
36
Windsor Capital Management
Arizona
$4.53M +$345K +5,174 +9%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$4.43M +$191K +2,860 +5%
KeyBank National Association
38
KeyBank National Association
Ohio
$3.9M +$132K +1,979 +4%
BWP
39
BSW Wealth Partners
Colorado
$3.87M +$466 +7 +0%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$3.56M +$1.16M +17,346 +50%
LPL Financial
41
LPL Financial
California
$3.41M +$603K +9,044 +22%
BHB
42
Bank Hapoalim BM
Israel
$2.99M +$2.9M +43,459 New
MWM
43
Merriman Wealth Management
Washington
$2.87M – – –
PFM
44
Parsec Financial Management
North Carolina
$2.63M +$1.83M +27,426 +255%
BWM
45
Baystate Wealth Management
Massachusetts
$2.46M +$134K +2,005 +6%
PWLP
46
Prio Wealth Limited Partnership
Massachusetts
$2.25M +$8K +120 +0.4%
FA
47
Financial Advisors
Massachusetts
$2.21M +$6.93K +104 +0.3%
CJA
48
C-J Advisory
California
$2.18M +$295K +4,434 +16%
GC
49
Garde Capital
Washington
$2.17M +$365K +5,482 +21%
IAA
50
Independent Advisor Alliance
North Carolina
$2.15M +$2.08M +31,237 New
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