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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$517M +$132M +2,060,610 +34%
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$198M +$14.9M +232,606 +8%
PCA
3
Personal Capital Advisors
California
$157M +$20.2M +316,321 +15%
BHB
4
Bank Hapoalim BM
Israel
$154M +$624K +9,776 New
Morgan Stanley
5
Morgan Stanley
New York
$147M -$5.04M -78,982 -3%
BlackRock
6
BlackRock
New York
$141M +$84M +1,315,610 +146%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$110M +$17.3M +271,371 +18%
Northern Trust
8
Northern Trust
Illinois
$97.2M +$10.7M +168,107 +12%
UBS Group
9
UBS Group
Switzerland
$95.6M +$16M +251,357 +20%
Betterment LLC
10
Betterment LLC
New York
$79.9M +$14.6M +228,662 +22%
ST
11
Spinnaker Trust
Maine
$61.2M -$246K -3,846 -0.4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$58.5M +$4.62M +72,289 +9%
JP Morgan Chase
13
JP Morgan Chase
New York
$56.4M +$10.9M +170,767 +24%
Wells Fargo
14
Wells Fargo
California
$45.2M +$2.38M +37,205 +6%
FLPIM
15
F.L. Putnam Investment Management
Massachusetts
$41.8M +$10.4M +162,747 +33%
Goldman Sachs
16
Goldman Sachs
New York
$34M +$2.34M +36,605 +7%
Ameriprise
17
Ameriprise
Minnesota
$24M +$1.82M +28,505 +8%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$19.3M +$19.4M +303,450 New
William Blair & Company
19
William Blair & Company
Illinois
$18.6M +$709K +11,111 +4%
EWA
20
EP Wealth Advisors
California
$18.1M +$1.06M +16,614 +6%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$17.8M +$717K +11,230 +4%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$17M – – –
EI
23
Ellevest Inc
New York
$16.5M +$2.52M +39,478 +18%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$16M -$14.5M -226,482 -47%
HCM
25
Howland Capital Management
Massachusetts
$14.5M +$585K +9,156 +4%