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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
301
Bernardo Wealth Planning
Pennsylvania
– -$1.62M -59,297 Closed
HGWM
302
Horst & Graben Wealth Management
Oregon
– -$1.4M -50,977 Closed
Bank Julius Baer & Co
303
Bank Julius Baer & Co
Switzerland
– -$1.23M -44,950 Closed
VFM
304
Vivid Financial Management
California
– -$1.05M -38,390 Closed
APW
305
Austin Private Wealth
Texas
– -$625K -22,851 Closed
BAM
306
Belpointe Asset Management
Nevada
– -$523K -19,091 Closed
GTAM
307
Global Trust Asset Management
Florida
– -$398K -14,555 Closed
Renaissance Technologies
308
Renaissance Technologies
New York
– -$361K -13,200 Closed
RFN
309
RDA Financial Network
Iowa
– -$345K -12,618 Closed
PAMU
310
Pictet Asset Management (UK)
United Kingdom
– -$292K -10,650 Closed
AIS
311
Accurate Investment Solutions
Pennsylvania
– -$290K -10,589 Closed
CA
312
Continuum Advisory
Idaho
– -$248K -9,443 Closed
AIA
313
Arbor Investment Advisors
North Carolina
– -$254K -9,293 Closed
V
314
Veritable
Delaware
– -$229K -8,380 Closed
CIAS
315
Capital Investment Advisory Services
North Carolina
– -$210K -7,669 Closed
SWA
316
Stratos Wealth Advisors
Ohio
– -$155K -5,657 Closed
FA
317
Forefront Analytics
Pennsylvania
– -$117K -4,285 Closed
LSA
318
Lion Street Advisors
Texas
– -$34K -1,252 Closed
OAM
319
Oppenheimer Asset Management
New York
– -$32K -1,176 Closed
GSWM
320
Golden State Wealth Management
California
– -$31K -1,143 Closed
DWM
321
Darwin Wealth Management
Florida
– -$23K -849 Closed
ACA
322
Atlas Capital Advisors
Wyoming
– -$21.2K -774 Closed
NFG
323
Next Financial Group
Texas
– -$21K -769 Closed
FEG
324
Financial Enhancement Group
Indiana
– -$14K -524 Closed
AIC
325
Ameritas Investment Company
Nebraska
– -$12K -453 Closed
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