We are live on ! Find out more
ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
251
PFG Investments
New York
$506K +$47K +1,497 +10%
SW
252
SVB Wealth
Massachusetts
$505K -$45K -1,433 -8%
OP
253
ORG Partners
Indiana
$502K +$492K +15,696 New
DFA
254
DHK Financial Advisors
New Hampshire
$501K +$191K +6,098 +63%
CWP
255
Concord Wealth Partners
Virginia
$501K +$60.5K +1,929 +14%
UFA
256
US Financial Advisors
Massachusetts
$498K -$941 -30 -0.2%
FPCP
257
Fort Point Capital Partners
California
$493K +$157K +5,012 +47%
PTC
258
Private Trust Company
Ohio
$491K +$57.7K +1,839 +13%
RWM
259
Ritholtz Wealth Management
New York
$480K -$5.02K -160 -1%
SFP
260
Shepherd Financial Partners
Massachusetts
$467K -$12.1K -385 -3%
WWP
261
WR Wealth Planners
Missouri
$463K -$27.9K -889 -6%
MLA
262
My Legacy Advisors
Oregon
$459K -$71.1K -2,268 -14%
PL
263
Plancorp LLC
Missouri
$457K +$4.55K +145 +1%
SWG
264
Summit Wealth Group
Vermont
$457K -$25.5M -812,442 -98%
KP
265
Keel Point
Alabama
$446K -$95.3K -3,039 -18%
LRWA
266
Long Run Wealth Advisors
New York
$445K -$10.6K -337 -2%
VCP
267
Verus Capital Partners
Arizona
$444K -$19.7K -627 -4%
PAG
268
Private Advisor Group
New Jersey
$443K +$2.92K +93 +0.7%
SFG
269
Sage Financial Group
Pennsylvania
$434K +$1.32K +42 +0.3%
AWM
270
Apollon Wealth Management
South Carolina
$434K -$367K -11,700 -46%
HWM
271
HB Wealth Management
Georgia
$432K +$1K +32 +0.2%
BOPW
272
Brandywine Oak Private Wealth
Pennsylvania
$431K +$65.2K +2,077 +18%
SAS
273
Sage Advisory Services
Texas
$430K +$160K +5,094 +60%
TFO
274
Tarbox Family Office
California
$426K +$11.1K +355 +3%
MWP
275
Meridian Wealth Partners
Pennsylvania
$423K +$109K +3,472 +35%
9 10
11
12 13