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
AWM
501
Aries Wealth Management
Maine
$225K +$219K +2,422 New
MPW
502
MA Private Wealth
California
$225K +$219K +2,419 New
BCG
503
BayBridge Capital Group
California
$220K – – –
LIA
504
LifePlan Investment Advisors
North Carolina
$218K +$212K +2,343 New
SA
505
Stewardship Advisors
Pennsylvania
$218K +$4.43K +49 +2%
BTWM
506
Baker Tilly Wealth Management
Wisconsin
$217K – – –
CB
507
Commerce Bank
Missouri
$216K – – –
CWP
508
Corepath Wealth Partners
Arizona
$216K +$206K +2,275 New
VA
509
Valmark Advisers
Ohio
$215K – – –
CWM
510
Centurion Wealth Management
Virginia
$214K +$2.81K +31 +1%
EWA
511
Emergent Wealth Advisors
New York
$211K +$206K +2,272 New
MSWA
512
Marshall & Sterling Wealth Advisors
New York
$208K +$9.5K +105 +5%
RWP
513
Revolve Wealth Partners
New Jersey
$208K -$3.35K -37 -2%
WTC
514
WhitTier Trust Company
Nevada
$206K – – –
PHS
515
Pekin Hardy Strauss
Illinois
$205K +$200K +2,210 New
HFS
516
Howard Financial Services
Texas
$205K +$199K +2,204 New
EPP
517
ETF Portfolio Partners
Kansas
$203K +$197K +2,182 New
WFS
518
WealthGarden F.S.
California
$201K +$192K +2,117 New
FTWA
519
Fifth Third Wealth Advisors
Ohio
$200K +$195K +2,155 New
AFM
520
Armstrong Fleming & Moore
District of Columbia
$200K +$195K +2,151 New
RF
521
Rossby Financial
Florida
$199K +$33.5K +370 +21%
M
522
MOTCO
Texas
$194K – – –
SC
523
SouthState Corp
Florida
$192K -$141K -1,555 -43%
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$191K – – –
CPG
525
Cornerstone Planning Group
New Jersey
$189K – – –
19 20
21
22 23