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
RIA
526
Regal Investment Advisors
Michigan
$315K -$130K -1,280 -29%
RIM
527
Rockbridge Investment Management
New York
$311K – – –
LSPW
528
Lake Street Private Wealth
Illinois
$310K +$4.78K +47 +2%
TIM
529
Tortoise Investment Management
New York
$308K – – –
TCOV
530
Trust Company of Vermont
Vermont
$306K +$302K +2,972 New
MCCP
531
Mission Creek Capital Partners
California
$305K -$7.62K -75 -2%
XF
532
XML Financial
Maryland
$303K +$24.3K +239 +9%
JWM
533
JGP Wealth Management
Oregon
$302K +$12.6K +124 +4%
CFA
534
CWS Financial Advisors
Michigan
$301K +$20K +197 +7%
CWA
535
Crusonia Wealth Advisors
Colorado
$299K +$3.15K +31 +1%
MNA
536
Manning & Napier Advisors
New York
$299K -$3.05K -30 -1%
RRA
537
Round Rock Advisors
Connecticut
$298K – – –
NCM
538
Novare Capital Management
North Carolina
$292K – – –
CWM
539
Connecticut Wealth Management
Connecticut
$291K +$508 +5 +0.2%
WDL
540
Well Done LLC
Michigan
$291K – – –
NAS
541
NWF Advisory Services
California
$291K -$11.8K -116 -4%
BWA
542
Basecamp Wealth Advisors
Washington
$289K – – –
AWM
543
AE Wealth Management
Kansas
$288K -$31K -305 -10%
BHWM
544
Bar Harbor Wealth Management
New Hampshire
$288K – – –
IRP
545
Investment Research Partners
Pennsylvania
$288K -$16.7K -164 -6%
AIP
546
Avail Investment Partners
Pennsylvania
$283K -$16.3K -160 -5%
AMG
547
APS Management Group
California
$282K +$102 +1 +0%
SIAM
548
Sterling Investment Advisors (Missouri)
Missouri
$281K +$3.15K +31 +1%
TDWM
549
Topel & Distasi Wealth Management
California
$279K -$4.98K -49 -2%
NI
550
Natural Investments
California
$278K +$1.63K +16 +0.6%
20 21
22
23 24