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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$50.1M -$6.23M -99,920 -11%
Jane Street
2
Jane Street
New York
$2.6M -$592K -9,503 -19%
SCA
3
Snowden Capital Advisors
New York
$1.81M +$181K +2,898 +11%
Bank of America
4
Bank of America
North Carolina
$1.11M +$432K +6,941 +64%
LGWM
5
Litman Gregory Wealth Management
California
$853K +$287K +4,609 +51%
BWM
6
Baystate Wealth Management
Massachusetts
$844K +$377K +6,045 +84%
MML Investors Services
7
MML Investors Services
Massachusetts
$657K +$653K +10,485 New
BAAM
8
Baker Avenue Asset Management
California
$636K +$633K +10,155 New
GAM
9
Gould Asset Management
California
$335K +$334K +5,355 New
UBS Group
10
UBS Group
Switzerland
$291K +$197K +3,169 +215%
SAS
11
Sage Advisory Services
Texas
$290K +$288K +4,625 New
V
12
Veritable
Delaware
$230K – – –
BCI
13
Brinker Capital Investments
Pennsylvania
$223K +$222K +3,567 New
LPL Financial
14
LPL Financial
California
$211K +$210K +3,368 New
FANJ
15
Financial Architects (New Jersey)
New Jersey
$198K +$9.03K +145 +5%
SIAP
16
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$183K – – –
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$118K +$117K +1,880 New
TCOV
18
Trust Company of Vermont
Vermont
$102K +$101K +1,623 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$97K +$66.9K +1,074 +229%
AG
20
Advisor Group
Arizona
$47K +$46.5K +746 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$27K +$623 +10 +2%
ADL
22
Asset Dedication LLC
California
$25K +$25K +402 New
MA
23
MCF Advisors
Kentucky
$20K +$19.9K +319 New
GWM
24
Geneos Wealth Management
Colorado
$9K +$9.35K +150 New
PA
25
Parallel Advisors
California
$7K +$7.17K +115 New
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