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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
176
Brooklyn FI
New York
$1.43M +$1.43M +18,005 New
AWM
177
Axxcess Wealth Management
California
$1.43M +$1.43M +17,949 New
AWA
178
Alaska Wealth Advisors
Alaska
$1.42M +$274K +3,439 +24%
GT
179
Glenmede Trust
Pennsylvania
$1.4M – – –
CL
180
CPWM LLC
Washington
$1.35M – – –
BOPW
181
Brandywine Oak Private Wealth
Pennsylvania
$1.34M +$500K +6,277 +59%
COCM
182
Charter Oak Capital Management
New Hampshire
$1.31M +$9.32K +117 +0.7%
FWI
183
Facet Wealth Inc
Maryland
$1.28M +$1.28M +16,116 New
CWP
184
Concord Wealth Partners
Virginia
$1.28M +$513K +6,440 +67%
Fisher Asset Management
185
Fisher Asset Management
Washington
$1.22M +$158K +1,984 +15%
DWT
186
Dorsey & Whitney Trust
South Dakota
$1.22M – – –
FHA
187
First Horizon Advisors
Tennessee
$1.22M +$104K +1,305 +9%
UB
188
UMB Bank
Missouri
$1.21M +$1.22M +15,265 New
RJT
189
Raymond James Trust
Florida
$1.2M -$2.55K -32 -0.2%
FFBTD
190
First Financial Bank - Trust Division
Ohio
$1.17M +$17.1K +215 +1%
AWM
191
AE Wealth Management
Kansas
$1.17M +$485K +6,093 +71%
HHGA
192
Halbert Hargrove Global Advisors
California
$1.16M -$933K -11,718 -44%
MI
193
Mercer Investments
Massachusetts
$1.16M – – –
Mariner
194
Mariner
Kansas
$1.16M +$1.16M +14,606 New
WL
195
WIT LLC
District of Columbia
$1.15M +$19.7K +248 +2%
WT
196
Whittier Trust
California
$1.12M -$177K -2,227 -14%
WA
197
Wealth Architects
California
$1.12M +$1.12M +14,126 New
DL
198
DOHJ LLC
Washington
$1.12M -$31.5K -396 -3%
FCBT
199
First Citizens Bank & Trust
North Carolina
$1.1M +$1.1M +13,852 New
PAG
200
Private Advisor Group
New Jersey
$1.07M +$90K +1,130 +9%
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