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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
$42.7M -$10M -155,014 -19%
Morgan Stanley
2
Morgan Stanley
New York
$1.6M +$1.56M +24,220 New
SCA
3
Snowden Capital Advisors
New York
$1.18M -$718K -11,138 -39%
PPA
4
Parametric Portfolio Associates
Washington
$1.03M +$1.01M +15,611 New
LGWM
5
Litman Gregory Wealth Management
California
$1.01M +$106K +1,649 +12%
Bank of America
6
Bank of America
North Carolina
$963K -$211K -3,267 -18%
BWM
7
Baystate Wealth Management
Massachusetts
$940K +$59.5K +922 +7%
BAAM
8
Baker Avenue Asset Management
California
$673K – – –
UBS Group
9
UBS Group
Switzerland
$632K +$316K +4,906 +106%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$610K +$494K +7,662 +496%
Brown Advisory
11
Brown Advisory
Maryland
$531K +$517K +8,018 New
SAS
12
Sage Advisory Services
Texas
$516K +$204K +3,167 +68%
GAM
13
Gould Asset Management
California
$406K +$50K +775 +14%
Wells Fargo
14
Wells Fargo
California
$359K +$349K +5,416 New
LPL Financial
15
LPL Financial
California
$298K +$72.7K +1,127 +33%
BCI
16
Brinker Capital Investments
Pennsylvania
$278K +$40.5K +628 +18%
V
17
Veritable
Delaware
$243K – – –
FANJ
18
Financial Architects (New Jersey)
New Jersey
$209K – – –
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$200K +$195K +3,022 New
SIAP
20
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$194K – – –
TCOV
21
Trust Company of Vermont
Vermont
$174K +$64.3K +997 +61%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$124K – – –
PO
23
Private Ocean
California
$104K +$101K +1,568 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$80K +$77.4K +1,200 New
GWM
25
Geneos Wealth Management
Colorado
$76K +$64.5K +1,000 +667%
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