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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
301
Quadrant Private Wealth Management
Pennsylvania
$512K +$17.4K +394 +4%
BOPW
302
Brandywine Oak Private Wealth
Pennsylvania
$501K +$198K +4,482 +68%
FCI
303
Financial Counselors Inc
Kansas
$492K +$188K +4,251 +64%
KCA
304
Karn Couzens & Associates
Connecticut
$489K -$194K -4,371 -29%
SPIA
305
Strategic Point Investment Advisors
Rhode Island
$489K +$5.98K +135 +1%
ADL
306
Asset Dedication LLC
California
$489K +$73.2K +1,654 +18%
NCM
307
Neumann Capital Management
California
$488K +$478K +10,800 New
OFG
308
OmniStar Financial Group
North Carolina
$482K -$23.3K -527 -5%
BFEC
309
Benjamin F. Edwards & Company
Missouri
$480K +$97.9K +2,211 +26%
SPL
310
Smart Portfolios LLC
Washington
$479K +$470K +10,604 New
FFG
311
Frisch Financial Group
New York
$472K +$1.55K +35 +0.3%
ECM
312
Evergreen Capital Management
Washington
$460K +$85.2K +1,925 +23%
SB
313
Simmons Bank
Arkansas
$455K +$447K +10,087 New
AWA
314
Aaron Wealth Advisors
Illinois
$453K +$210K +4,740 +90%
SS
315
Sunbelt Securities
Texas
$440K +$100K +2,262 +29%
HI
316
Harbour Investments
Wisconsin
$437K +$128K +2,884 +42%
SI
317
Stephens Inc
Arkansas
$434K – – –
HR
318
Hardy Reed
Mississippi
$427K +$56.2K +1,270 +15%
TA
319
TrueWealth Advisors
Alabama
$425K +$83.2K +1,879 +25%
BCM
320
Brasada Capital Management
Texas
$420K +$16K +361 +4%
BWM
321
BerganKDV Wealth Management
Minnesota
$411K +$51.3K +1,159 +15%
TPCW
322
TD Private Client Wealth
New York
$406K +$77.3K +1,746 +24%
TFO
323
Tarbox Family Office
California
$402K – – –
HDIM
324
Hanson & Doremus Investment Management
Vermont
$401K – – –
JIP
325
Jaffetilchin Investment Partners
Florida
$398K +$404K +9,131 New
11 12
13
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