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
VW
126
Veridan Wealth
Oregon
$3.54M +$3.15M +39,696 New
IWM
127
Integris Wealth Management
California
$3.37M -$95.3K -1,200 -3%
WWP
128
Waypoint Wealth Partners
California
$3.34M -$17.5K -220 -0.5%
PL
129
Plancorp LLC
Missouri
$3.17M -$124K -1,559 -4%
LNWWM
130
Laird Norton Wetherby Wealth Management
California
$3.08M +$953 +12 +0%
PAS
131
Park Avenue Securities
New York
$3.07M +$19.5K +245 +0.6%
MCWS
132
McKinley Carter Wealth Services
West Virginia
$3.04M -$45.1K -568 -1%
CTC
133
Central Trust Company
Missouri
$3.01M -$9.93K -125 -0.3%
CAM
134
Cresset Asset Management
Illinois
$2.95M +$147K +1,849 +5%
KP
135
Keel Point
Alabama
$2.94M +$52.9K +666 +2%
WP
136
WealthShield Partners
North Carolina
$2.84M +$38.8K +488 +1%
JFG
137
JMG Financial Group
Illinois
$2.81M – – –
BFG
138
Baron Financial Group
New Jersey
$2.79M -$147K -1,855 -5%
PA
139
Parkside Advisors
California
$2.78M +$170K +2,145 +6%
FWI
140
Facet Wealth Inc
Maryland
$2.76M +$603K +7,598 +28%
GWMR
141
GC Wealth Management RIA
Massachusetts
$2.69M +$7.38K +93 +0.3%
AWM
142
Axxcess Wealth Management
California
$2.65M +$1.17M +14,693 +77%
MFG
143
Merit Financial Group
Georgia
$2.64M +$16.4K +207 +0.6%
VCM
144
Vision Capital Management
Oregon
$2.57M -$165K -2,078 -6%
AA
145
Axiom Advisory
California
$2.5M +$2.5M +31,500 New
PHIC
146
Pine Haven Investment Counsel
Massachusetts
$2.48M +$103K +1,291 +4%
GAM
147
Gould Asset Management
California
$2.46M +$65.5K +825 +3%
RJA
148
Raymond James & Associates
Florida
$2.46M -$118K -1,487 -5%
FA
149
Financial Advisors
Massachusetts
$2.43M +$36.7K +462 +2%
CL
150
Choreo LLC
Illinois
$2.36M +$239K +3,015 +11%
4 5
6
7 8